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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | Wooster | OH | 10/2021 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Wooster | OH | 10/2021 | 01/2025 |
| Pnc Bank | Millersburg | OH | 01/2015 | 08/2021 |
| Unemployed | Wooster | OH | 09/2021 | 09/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2025 | Present |
| Farmers National Bank | Wooster | OH | 02/2025 | Present |
| Cetera Investment Advisers Llc | Wooster | OH | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-14 |
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