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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-07 |
Branch Locations
15688 S.R. 170, East Liverpool, OH 43920 • United States
147 Main Street, Wintersville, OH 43953 • United States
360 28Th Street, Bellaire, OH 43906 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington National Bank | Richmond | OH | 07/2016 | 04/2019 |
| Edward Jones | St Louis | MO | 04/2019 | 07/2019 |
| The Huntington National Bank | Richmond | OH | 08/2019 | 06/2020 |
| Tiaa | Morgantown | WV | 02/2023 | 04/2025 |
| Walmart Distribution Center 7017 | Wintersville | OH | 06/2020 | 02/2023 |
| J.P. Morgan Securities Llc | Bellaire | OH | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Bellaire | OH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-27 |
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