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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-16 |
Branch Locations
370 S Cleveland Ave, Westerville, OH 43081 • United States
Reynoldsburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Worthington | OH | 03/2018 | 05/2020 |
| Primerica Financial Services | Worthington | OH | 01/2018 | 05/2020 |
| Data Systems Inc | Columbus | OH | 06/2010 | 10/2021 |
| J.P. Morgan Securities Llc | Westerville | OH | 10/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-16 |
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