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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Hilliard | OH | 08/2022 | 08/2023 |
| U.S. Bank | Hilliard | OH | 01/2020 | 07/2023 |
| Enterprise Rent-A-Car | Columbus | OH | 10/2017 | 10/2019 |
| Quicken Loans (Rocket Mortgage) | Detroit | MI | 06/2015 | 06/2017 |
| Above The Bar Fitness, Llc | Powell | OH | 08/2020 | Present |
| Doordash | San Francisco | CA | 11/2022 | 03/2024 |
| Carmax, Inc | Columbus | OH | 12/2019 | 12/2019 |
| Jpmorgan Chase Bank, N.A. | Powell | OH | 08/2023 | Present |
| J.P. Morgan Securities Llc | Powell | OH | 08/2023 | Present |
| Unemployed | Dublin | OH | 07/2017 | 09/2017 |
| Unemployed | Dublin | OH | 11/2019 | 11/2019 |
Entity Name: Above the Bar Fitness, LLC Investment related: No Address: Powell, OH 43240 Nature of the other business: Health & Fitness Position/Title/Relationship: Owner/Partner Start Date: 08/25/2020 Approximate # of hours a week:: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is a in person and online fitness business. I have not conducted any business and most likely will never. I just have not dissolved it yet
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
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