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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| OH | RA | APPROVED | 2026-03-09 |
Branch Locations
370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • United States
3401 Morse Xing, Floor 01, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Cincinnati | OH | 12/2022 | 04/2024 |
| American Income Life | Cincinnati | OH | 06/2022 | 12/2022 |
| Sullair | Cincinnati | OH | 06/2022 | 07/2022 |
| Cintas (Robert Half) | Cincinnati | OH | 03/2022 | 05/2022 |
| Jeremiah Paint & Pressure Wash | Oxford | OH | 01/2021 | 03/2022 |
| Teamfg Llc | West Chester | OH | 09/2019 | 01/2021 |
| Papa Johns | Dublin | OH | 07/2017 | 08/2019 |
| J.P. Morgan Securities Llc | Westerville | OH | 06/2024 | Present |
| Unemployed | Dublin | OH | 06/2014 | 06/2017 |
| Unemployed | Dublin | OH | 05/2024 | 05/2024 |
| Larosa's/Slic | Dublin | OH | 07/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-12 |
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