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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-04 |
| PA | RA | APPROVED | 2024-10-25 |
Branch Locations
3618 5Th Ave, Pittsburgh, PA 15213 • United States
420 S Craig St, Pittsburgh, PA 15213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 10/2017 | 08/2021 |
| The Huntington National Bank | Washington | PA | 12/2015 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 08/2021 | Present |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
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