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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-01 |
| OH | RA | APPROVED | 2023-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Canfield | OH | 09/2015 | 11/2016 |
| The Huntington Investment Company | Columbus | OH | 10/2016 | 09/2018 |
| J.P. Morgan Securities Llc | Warren | OH | 09/2018 | 10/2018 |
| Jpmorgan Chase Bank, N.A. | Warren | OH | 09/2018 | 10/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2019 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | 05/2023 |
| Farmers Trust Company | Boardman | OH | 02/2019 | 09/2019 |
| Pointer Creek Wealth Management/Cambridge Investment Research | Canfield | OH | 10/2019 | 05/2023 |
| Unemployed | Warren | OH | 11/2018 | 01/2019 |
| J.P. Morgan Securities Llc | Poland | OH | 06/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Poland | OH | 06/2023 | Present |
| B Renner Llc | Canfield | OH | 10/2019 | 05/2023 |
| Rks Advisor Group (B Renner Llc) Cambridge Investment Research | Canfield | OH | 09/2015 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-21 |
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