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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-18 |
Branch Locations
370 S Cleveland Ave, Floor 02, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Westerville | OH | 09/1997 | 01/2018 |
| J.P. Morgan Securities Llc | Westerville | OH | 01/2018 | Present |
Entity Name: 1102 Palmetto Ave, Akron Ohio 44306 Investment related: Yes Address: 1102 Akron Ohio Nature of the other business: Purchasing a home for a family member Position/Title/Relationship: Owner Start Date: 16-Jul-2020 Approximate # of hours a month: >5 hours Approximate # of hours during securities trading hours: 0 Briefly describe your duties: to keep up the property and pay the taxes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-07 |
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