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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
| OH | RA | APPROVED | 2025-09-27 |
Branch Locations
370 S. Cleveland Ave. Floor 02, 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 | 12/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 09/2014 | Present |
| Donatos | Columbus | OH | 10/2011 | 12/2016 |
| Charlotte Russe | Columbus | OH | 10/2017 | 12/2017 |
Entity Name: Amazon Flex Investment related: No "Address: 705 Boulder Dr Breinigsville, PA 18031 www.flex.amazon.com" Nature of the other business: Delivery Services Position/Title/Relationship: Employee/Contractor Start Date: 08/28/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Amazon package delivery services for customers Entity Name: Instacart Investment related: No Address: Blacklick, Ohio 43004 Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 11/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: delivering groceries through Instacart app
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-21 |
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