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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
Westerville, OH • United States
10 S Dearborn St, Chicago, IL 60603-2300 • United States
370 S Cleveland Ave, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 04/2026 | Present |
| Merrill Lynch/Bank Of America | Columbus | OH | 12/2024 | 03/2026 |
| Morgan Stanley | Columbus | OH | 11/2021 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 05/2011 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-16 |
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