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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
3415 Vision Dr., Columbus, OH 43219 • United States
Westerville, OH • United States
370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 06/2026 | Present |
| Talbots | Mason | OH | 04/2025 | 06/2026 |
| Pnc Wealth Management | Centerville | OH | 10/2025 | 05/2026 |
| Jpmc | Maineville | OH | 05/2024 | 10/2025 |
| 9258 Wealth Management | Blue Ash | OH | 11/2023 | 05/2024 |
| Golden Lamb Inn | Lebanon | OH | 11/2023 | 11/2023 |
| Fifth Third Bank | Madisonville | OH | 12/2019 | 11/2023 |
| Six Flags Entertainment Corporation | Mason | OH | 10/2022 | 10/2023 |
| Target Corporation | South Lebanon | OH | 11/2022 | 11/2022 |
| Fed Ex | Lebanon | OH | 01/2022 | 02/2022 |
| Bluegreen Vacations Corporation | Clearwater | OH | 07/2021 | 07/2021 |
| Home Depot Inc. | Lebanon | OH | 11/2020 | 01/2021 |
| Kohl's Department Stores, Inc. | South Lebanon | OH | 11/2019 | 12/2019 |
| Ubs | Kenwood | OH | 07/2019 | 12/2019 |
| Fidelity Investments | Covington | KY | 03/2017 | 07/2019 |
| Publix Super Markets Inc. | Augusta | GA | 01/2017 | 02/2017 |
| American Express | Sunrise | FL | 10/2015 | 01/2017 |
| Stein Mart, Inc. | Sunrise | FL | 09/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-04 |
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