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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-09-16 |
| TX | RA | APPROVED | 2016-09-16 |
Branch Locations
25 Fairgrounds Rd, Painesville, OH 44077 • United States
36212 Euclid Avenue, Willoughby, OH 44094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chagrin Falls | OH | 06/2014 | 09/2016 |
| United States Marines | Perrysurg | OH | 10/2012 | 12/2016 |
| Bank Of America, N.A. | Chagrin Falls | OH | 11/2014 | 09/2016 |
| Jp Morgan Securities Llc | Painesville | OH | 09/2016 | Present |
Entity Name: Nagle Logistics Group Investment related: No Address: 4520 Moline Martin Road Walbridge Oh 43465 Nature of the other business: Holding Company Position/ Title/ Relationship: Board Member Start Date: Feb 03, 2025 Approximate # of hours a month: Less than 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is the holding company of my families trucking/logistics company. Serve as secretary of the board of directors. This role is not similar to the role I have now.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
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