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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fedex Ground | Grove City | OH | 06/2021 | 02/2022 |
| Denison University | Granville | OH | 08/2017 | 05/2021 |
| Equitable Advisors, Llc | Columbus | OH | 01/2022 | 07/2022 |
| Equitable Financial Life Insurance Co. | Columbus | OH | 01/2022 | 07/2022 |
| The Learning Professionals, Llc (Sylvan Learning Center) | Lewis Center | OH | 06/2021 | 07/2022 |
| First Merchants Bank | Tremont | OH | 07/2022 | 04/2023 |
| Office Of Religious Life, Denison University | Granville | OH | 02/2018 | 05/2021 |
| Students For Liberty | Washington | DC | 06/2018 | 07/2018 |
| J.P. Morgan Securities Llc | Plain City | OH | 05/2023 | Present |
| Jp Morgan Securities Llc | Dublin | OH | 05/2023 | Present |
| Unemployed | Monroe | MI | 05/2013 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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