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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-19 |
| TX | RA | APPROVED_RES | 2024-05-17 |
Branch Locations
1111 Polaris Pkwy Floor 1C, Columbus, OH 43240 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optimized Care Network | New Albany | OH | 01/2015 | 10/2016 |
| Stryker Orthopaedics | Dublin | OH | 10/2016 | 01/2019 |
| Zoll Medical | Columbus | OH | 11/2019 | 06/2021 |
| Alliance Bernstein | Columbus | OH | 07/2021 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 05/2024 | Present |
| J.P. Morgan Securities Llc | Columbus | OH | 05/2024 | Present |
| Innocoll Inc | Columbus | OH | 05/2021 | 08/2021 |
| Zoll Services Llc | Columbus | OH | 11/2019 | 08/2020 |
| Bausch Health Us | Columbus | OH | 05/2019 | 06/2019 |
| Unemployed | Gahanna | OH | 02/2019 | 04/2019 |
| Unemployed | Gahanna | OH | 07/2019 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-13 |
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