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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-05 |
| OH | RA | APPROVED | 2024-05-14 |
Branch Locations
3401 Morse Xing, Floor 01, Columbus, OH 43219 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 04/2023 | Present |
| Homeside Financial | New Albany | OH | 11/2017 | 12/2018 |
| Nationwide | Columbus | OH | 05/2015 | 12/2017 |
| Alliance Data | Columbus | OH | 10/2014 | 04/2019 |
| Chase Home Lending | Columbus | OH | 01/2019 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
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