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200 Berkeley St., Boston, MA 02116-5022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-24 |
| OH | RA | APPROVED | 2026-06-17 |
Branch Locations
200 Berkeley St., Boston, MA 02116-5022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpm Investment Management | Columbus | OH | 06/2017 | 10/2023 |
| Jpm Distribution Srvcs, Inc. | Columbus | OH | 06/2017 | 01/2020 |
| The Market Itallian Village | Columbus | OH | 08/2014 | 12/2017 |
| J.P. Morgan Institutional Investments Inc. | Columbus | OH | 01/2020 | 10/2023 |
| T. Rowe Price Investment Services, Inc. | Baltimore | MD | 10/2023 | 05/2026 |
| John Hancock | Boston | MA | 06/2026 | Present |
| John Hancock Investment Management Distributors Llc | Boston | MA | 06/2026 | Present |
a. OBA Name: Christian’s Rentals b. Investment-related?: No c. OBA Address: 4345 Reed Rd. Columbus, OH 43220 d. OBA Nature: Rental properties e. Position, Title, or Relationship with the OBA: Property Owner f. OBA Start Date: 11/3/2020 g. Approximate number of hours/month devoted to the OBA: 0.1 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Real estate. Property owner – Manage property rentals by finding new tenants each year and preparing the unit for incoming renters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-25 |
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