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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED | 2025-01-31 |
Branch Locations
Merrillville, IN • United States
370 S Cleveland Ave, Westerville, OH 43081 • United States
10 S Dearborn St Floor 11, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 05/2023 | 12/2024 |
| J.P. Morgan Securities Llc | Chicago | IL | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 01/2025 | Present |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 05/2023 | 12/2024 |
| Indiana University Bloomington | Bloomington | IN | 05/2014 | 05/2018 |
| Hammond Youth Golf | Hammond | IN | 05/2013 | 05/2023 |
| Life Skills Fore Pasadena Youth Inc | Pasadena | CA | 07/2018 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-01 |
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