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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-27 |
Branch Locations
New Albany Central College Office 5550 New Albany Road East, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dublin | OH | 12/2017 | 01/2019 |
| New York Life Insurance Co. | Dublin | OH | 12/2017 | 01/2019 |
| The Martin Law Firm | Columbus | OH | 03/2013 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 01/2019 | 03/2020 |
| J.P. Morgan Securities Llc | Columbus | OH | 01/2019 | 03/2020 |
| Pnc Financial | Miamisburg | OH | 01/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 03/2020 | 11/2024 |
| Bank Of America, N.A. | Columbus | OH | 06/2020 | 11/2024 |
| Charles Schwab | Columbus | OH | 11/2024 | 04/2026 |
| Charles Schwab Bank | Columbus | OH | 11/2024 | 04/2026 |
| The Huntington Investment Company | New Albany | OH | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-31 |
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