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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-27 |
| IN | RA | APPROVED | 2023-10-26 |
Branch Locations
1111 Polaris Parkway, Floor 4J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 06/2023 | Present |
| Fidelity Investments | Covington | KY | 10/1998 | 12/2021 |
| Unemployed | Wilmington | OH | 01/2022 | 05/2023 |
| Fidelity Brokerage Services Llc | Covington | KY | 10/1998 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-07 |
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