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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| MD | RA | APPROVED | 2025-12-19 |
Branch Locations
8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scribe America | Baltimore | MD | 09/2016 | 03/2017 |
| Fm Education | Ellicott City | MD | 01/2017 | 08/2018 |
| Capital Remodeling | Hanover | MD | 11/2018 | 04/2022 |
| Echo Translation Services | Clarksville | MD | 05/2020 | 05/2023 |
| Dermatology And Advanced Skin Care | Ellicott City | MD | 07/2021 | 07/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2022 | 05/2023 |
| Northwestern Mutual Investment Services Llc | Ellicott City | MD | 07/2022 | 05/2023 |
| Capital Corporation | Hanover | MD | 11/2018 | 09/2022 |
| Jpmorgan Chase Bank, N.A. | Baltimore | MD | 06/2023 | 10/2025 |
| J.P. Morgan Securities Llc | Baltimore | MD | 06/2023 | 10/2025 |
| Unemployed | Ellicott City | MD | 09/2018 | 10/2018 |
| Center Of Influence Solution Llc | Ellicott City | MD | 04/2023 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Columbia | MD | 10/2025 | Present |
Entity Name: Center of Influence Solution LLC Investment related: No Address: Ellicott City, MD 21043. Nature of the other business: Marketing Position/Title/Relationship: Owner/Partner Start Date: 04/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The nature of the business is social media/digital marketing and advertising. I am a partner with ownership in the business. My responsibilities in the business are not similar to my JPMC role and there is no connection to JPMC other than having my business deposit account/credit card here.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-18 |
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