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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| OH | RA | APPROVED | 2026-03-20 |
Branch Locations
869 S. Main Street, Centerville, OH 45458 • United States
3450 W Siebenthaler Ave, Dayton, OH 45406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Centerville | OH | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Centerville | OH | 03/2026 | Present |
| Keybank | Beavercreek | OH | 09/2016 | 03/2026 |
| Fifth Third Bank | Beavercreek | OH | 01/2014 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-27 |
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