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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-05 |
| OH | RA | APPROVED | 2022-10-18 |
Branch Locations
8479 W Ridgewood Dr, Parma, OH 44129 • United States
14615 Detroit Ave, Lakewood, OH 44107 • United States
4763 Great Northern Boulevard, North Olmsted, OH 44070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P.MOrgan Securities Llc | Brunswick | OH | 04/2015 | 01/2018 |
| Jpmorgan Chase Bank, N.A. | Brunswick | OH | 04/2015 | 01/2018 |
| Key Investment Services Llc | North Royalton | OH | 02/2018 | 04/2018 |
| Keybank | North Royalton | OH | 01/2018 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Akron | OH | 05/2018 | 09/2022 |
| J.P. Morgan Securities Llc | Akron | OH | 05/2018 | 09/2022 |
| Jpmorgan Chase Bank, N.A. | Parma | OH | 09/2022 | Present |
| J.P. Morgan Securities Llc | Parma | OH | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-23 |
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