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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | Sidney | OH | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Sidney | OH | 08/2022 | Present |
| Park National Bank | Piqua / Greenville | OH | 09/2019 | 08/2022 |
| Piqua City Schools | Piqua | OH | 03/2020 | 05/2021 |
| Skylight Financial Group | Piqua | OH | 06/2019 | 08/2019 |
| Ohio Christian University | Circleville | OH | 09/2015 | 05/2019 |
| Park National Bank | Piqua | OH | 05/2017 | 12/2018 |
| Massachusetts Mutual Life Insurance Co | Piqua | OH | 06/2019 | 08/2019 |
| Ups | Piqua | OH | 12/2017 | 01/2018 |
| Pekowi Softwash Llc | Piqua | OH | 01/2022 | 01/2026 |
| Self | Piqua | OH | 05/2020 | Present |
Entity Name: Self Investment related: No Address: Private Residence Nature of the other business: Firewood Sales Position/Title/Relationship: Employee/Contractor Start Date: 05/03/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: FIRE WOOD SALES. CUTTING AND SPLITTING FIREWOOD TO CLEAN UP FAMILY FARM'S WOODS. THEN SELL THE WOOD TO NEIGHBORS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-11 |
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