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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-07 |
| TX | RA | APPROVED | 2023-03-06 |
Branch Locations
1111 Polaris Parkway, Floor 4J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 09/2016 | 08/2017 |
| J.P. Morgan Securities Llc | Columbus | OH | 08/2017 | 10/2021 |
| The Huntington Investment Company | Columbus | OH | 10/2021 | 12/2022 |
| New Century Furnishings Llc | Caledonia | OH | 09/2018 | 12/2024 |
| J.P. Morgan Securities Llc | Westerville | OH | 01/2023 | Present |
| Huntington Bank | Columbus | OH | 10/2021 | 12/2022 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 08/2017 | 10/2021 |
| Fidelity Investments | Covington | KY | 09/2016 | 08/2017 |
Entity Name: Amazon Flex Investment related: No Address: Amazon.com Nature of the other business: E-Commerce Position/Title/Relationship: Employee/Contractor Start Date: 03/31/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Working as a delivery driver for Amazon Flex is similar to being a delivery driver for DoorDash. As a contract worker, I select what hours / times I am willing to work and have complete discretion over how much and when I work. I will only work outside of my employment with Chase. Entity Name: DoorDash Investment related: No Address: doordash.com Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 10/07/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I will be a DoorDash delivery driver which is an independent contractor role and has no similarity or connection to my JPMC role. Responsibilities include picking up and delivering orders primarily from restaurants. I am doing this as I enjoy driving and to have something productive to do. This will of course only be done outside of my responsibility in my current JPMC role and is not to interfere in any way.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-28 |
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