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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 07/2026 | Present |
| Unemployed | Powell | OH | 06/2026 | 06/2026 |
| The Pension Group/One Resource Group, Llc | Dublin | OH | 10/2025 | 05/2026 |
| Unemployed | Powell | OH | 05/2025 | 09/2025 |
| Nationwide Life And Annuity | Grandview Heights | OH | 06/2023 | 04/2025 |
| Unemployed | Powell | OH | 02/2023 | 05/2023 |
| Wealthvest | Bozeman | MT | 05/2022 | 01/2023 |
| Truist Finl Corp/Crump Life Ins/Pj Robb Var | Harrisburg | PA | 04/2021 | 05/2022 |
| Unemployed | Powell | OH | 01/2021 | 03/2021 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 03/2015 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-03 |
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