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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyline Chili | Englewood | OH | 07/2018 | 03/2020 |
| Walmart Inc | Englewood | OH | 03/2020 | 12/2021 |
| Brueggers Bagels | Cincinnati | OH | 09/2020 | 12/2020 |
| Buffalo Wild Wings | Cincinnati | OH | 02/2021 | 04/2021 |
| Raising Canes | Cincinnati | OH | 08/2021 | 09/2021 |
| United Parcel Service | Florence | KY | 08/2021 | 01/2022 |
| Grant Thornton | Cincinnati | OH | 01/2022 | 04/2022 |
| Pins Mechanical Company | Cincinnati | OH | 05/2022 | 03/2025 |
| Fidelity Investments | Covington | KY | 05/2023 | 04/2025 |
| Florida Financial Advisors | Charlotte | NC | 04/2025 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Charlotte | NC | 07/2025 | 04/2026 |
| J.P. Morgan Securities Llc | Charlotte | NC | 07/2025 | 04/2026 |
| Unemployed | Englewood | OH | 07/2015 | 06/2018 |
| Unemployed | Charlotte | NC | 06/2025 | 06/2025 |
| Edelman Financial Engines | Santa Clara | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-12 |
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