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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
370 S Cleveland Ave Floor 2, 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 | 08/2026 | Present |
| Unemployed | Columbus | OH | 07/2026 | 08/2026 |
| Uber | Columbus | OH | 06/2026 | 06/2026 |
| Door Dash | Columbus | OH | 05/2026 | 06/2026 |
| Davbryn Home Health Services Llc | Columbus | OH | 03/2026 | 04/2026 |
| Xtreme Limo Llc | Columbus | OH | 08/2025 | 04/2026 |
| 101 Beer Kitchen | Westerville | OH | 01/2026 | 02/2026 |
| Bc Investors Inc | Columbus | OH | 12/2025 | 01/2026 |
| Ups | Columbus | OH | 11/2025 | 01/2026 |
| Hyde Park Restaurant Systems Inc | Columbus | OH | 06/2025 | 07/2025 |
| Unemployed | Columbus | OH | 10/2024 | 05/2025 |
| Rev1 Ventures | Columbus | OH | 02/2024 | 10/2024 |
| Unemployed | Columbus | OH | 12/2023 | 01/2024 |
| White Oak Partners | Columbus | OH | 08/2022 | 11/2023 |
| Prairie Capital Advisors, Inc | Columbus | OH | 01/2021 | 07/2022 |
| Unemployed | Columbus | OH | 12/2019 | 12/2020 |
| Keybanc Capital Markets | Cleveland | OH | 09/2019 | 11/2019 |
| S&P Global Market Intelligence | New York | NY | 01/2018 | 09/2019 |
| Unemployed | Columbus | OH | 09/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-18 |
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