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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-09 |
| OH | RA | APPROVED | 2021-10-12 |
Branch Locations
Willoughby 36505 Euclid Ave., Willoughby, OH 44094 • United States
Brookgate Banking Office 5881 Smith Road, Brookpark, OH 44142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A | Stow | OH | 12/2018 | 02/2020 |
| J.P. Morgan Securities Llc | Stow | OH | 12/2018 | 02/2020 |
| Jpm Investment Management | Columbus | OH | 01/2018 | 12/2018 |
| Jpm Distribution Services, Inc. | Columbus | OH | 01/2018 | 12/2018 |
| Ohio State University - Jesse Owens Recreational Center | Columbus | OH | 05/2016 | 12/2017 |
| Ohio State University | Columbus | OH | 08/2014 | 12/2017 |
| Swagelok | Solon | OH | 05/2017 | 08/2017 |
| Mitchell's Homeade Ice Cream | Solon | OH | 03/2012 | 08/2017 |
| Summit Financial Strategies | Columbus | OH | 01/2017 | 05/2017 |
| J.P. Morgan Securities Llc | Solon | OH | 02/2020 | 09/2021 |
| Jpmorgan Chase Bank Na | Solon | OH | 02/2020 | 09/2021 |
| The Huntington Investment Company | Columbus | OH | 09/2021 | Present |
| Ameriprise Financial Services, Llc | Willoughby | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-02 |
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