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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-13 |
| NY | RA | APPROVED | 2026-06-03 |
| WI | RA | APPROVED | 2026-03-03 |
| CA | RA | APPROVED | 2026-02-27 |
| FL | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2024-04-12 |
| OH | RA | APPROVED | 2024-04-10 |
Branch Locations
9176 Conroy Windermere Rd, Windermere, FL 34786 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Windermere | FL | 05/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 05/2022 | 05/2023 |
| Bear Repair Llc | Westerville | OH | 06/2022 | 11/2025 |
| The University Of Florida | Gainesville | FL | 08/2021 | 11/2021 |
| Youngstown State University | Youngstown | OH | 05/2021 | 08/2021 |
| Ymca | Youngstown | OH | 02/2021 | 07/2021 |
| Rogue Fitness | Columbus | OH | 04/2020 | 05/2020 |
| Unemployed | Westerville | OH | 12/2021 | 04/2022 |
| Youngstown State University | Youngstown | OH | 05/2018 | 08/2021 |
| Unemployed | Westerville | OH | 04/2015 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Windermere | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-26 |
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