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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-16 |
Branch Locations
2225 Lexington Rd, Louisville, KY 40206 • United States
7100 N High St Suite 203, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 03/2016 | 12/2017 |
| J.P. Morgan Securities Llc | Westerville | OH | 12/2017 | 03/2025 |
| Mars Hill Property Llc | Pickerington | OH | 02/2021 | Present |
| Private Client Services | Worthington | OH | 04/2025 | Present |
1) Sam Ianni Properties. 299 Kestrel Dr, Blacklick OH 43004. Residential Real Estate Portfolio. Property Management, Residential Property Construction. 24 hrs/mo; 8 during trading hrs. Not investment related. 2) Mars Hill Property LLC. 12972 Tollgate Rd Pickerington OH 43147 United States. Residential Real Estate Portfolio. Property Management. Owner/Operator. I own five residential rental properties and manage them. 4 hrs/mo; 0 during trading hrs. Not investment related. 3) Heritage Wealth Partners, DBA 6215 Emerald Pkwy, Unit 1, Dublin, OH 43016. RIA. 160 hrs/mo; 150 during trading hrs. Effective 05/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
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