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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-30 |
| NY | RA | APPROVED | 2025-11-24 |
| OH | RA | APPROVED | 2025-11-24 |
Branch Locations
370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 03/2020 | 03/2021 |
| Uber Car Services | San Francisco | CA | 06/2014 | 11/2024 |
| Brooklyn Navy Yard Development Corporation | Brooklyn | NY | 06/2018 | 08/2018 |
| Amalgamted Bank / Green Key Solutions Llc | New York | NY | 02/2019 | 06/2019 |
| J.P. Morgan Securities Llc | Westerville | OH | 10/2022 | Present |
| Grubhub | Suite | CA | 01/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
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