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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-24 |
| OH | RA | APPROVED | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenmoor Country Club | Canton | OH | 05/2017 | 02/2020 |
| Piedmont Airlines | Green | OH | 01/2020 | 06/2020 |
| Swensons Drive-In | Akron | OH | 03/2020 | 12/2021 |
| La Pizzeria Restaurant | Canton | OH | 12/2015 | 04/2021 |
| Lower.cOm | New Albany | OH | 05/2021 | 08/2021 |
| Chipotle Mexican Grill | Canton | OH | 01/2019 | 06/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 05/2024 |
| Hudson Wealth Management | Cuyahoga Falls | OH | 01/2022 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Strongsville | OH | 06/2024 | Present |
| J.P. Morgan Securities Llc | Strongsville | OH | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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