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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
8044 Montgomery Rd Floor 02, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cincinnati | OH | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Cincinnati | OH | 07/2026 | Present |
| Unemployed | Cold Spring | KY | 09/2025 | 06/2026 |
| Jpmorgan Chase | Cincinnati | OH | 06/2025 | 08/2025 |
| Unemployed | Cold Spring | KY | 05/2025 | 05/2025 |
| Wallace Hart Capital Management | Lexington | KY | 09/2024 | 04/2025 |
| Fidelity Investments | Covington | KY | 06/2024 | 08/2024 |
| Unemployed | Cold Spring | KY | 08/2023 | 05/2024 |
| Journey Advisory Group | Covington | KY | 05/2023 | 07/2023 |
| Unemployed | Cold Spring | KY | 07/2016 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-22 |
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