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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
1111 Polaris Pkwy Floor 1C, Columbus, OH 43240 • United States
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 | Columbus | OH | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 07/2026 | Present |
| Unemployed | Columbus | OH | 06/2026 | 06/2026 |
| The Ohio State University | Columbus | OH | 08/2024 | 05/2026 |
| J.P. Morgan Private Bank | Columbus | OH | 06/2025 | 08/2025 |
| Shaker Investments | Beachwood | OH | 06/2024 | 08/2024 |
| Unemployed | Columbus | OH | 11/2023 | 05/2024 |
| Woda Cooper Companies | Columbus | OH | 07/2023 | 10/2023 |
| J.P. Morgan Asset Management | Columbus | OH | 05/2022 | 06/2023 |
| The Ohio State University | Columbus | OH | 08/2018 | 05/2022 |
| Amazon.COm | Columbus | OH | 04/2020 | 06/2020 |
| Ups | Columbus | OH | 12/2019 | 01/2020 |
| Aldi Inc. | Columbus | OH | 07/2019 | 09/2019 |
| Unemployed | Columbus | OH | 07/2016 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-18 |
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