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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-10 |
| OH | RA | APPROVED | 2023-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington Bank | Columbus | OH | 06/2018 | 08/2018 |
| Tailored Management | Columbus | OH | 02/2018 | 06/2018 |
| Fifth Third Bank | Cincinati | OH | 03/2015 | 02/2018 |
| J.P Morgan Securities Llc | Westerville | OH | 08/2018 | Present |
| Comfort Keepers | Westerville | OH | 06/2023 | 06/2023 |
| Etsy Seller | Delaware | OH | 12/2023 | 09/2025 |
| Amway | Delaware | OH | 05/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-27 |
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