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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| OH | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Immi | Westfield | IN | 06/2019 | 07/2023 |
| Reynolds And Reynolds | Beavercreek | OH | 08/2022 | 04/2023 |
| Cedarville University | Cedarville | OH | 08/2019 | 05/2022 |
| J.P. Morgan Securities Llc | Westerville | OH | 07/2023 | 12/2024 |
| Jp Morgan Chase Bank, N.A. | Westerville | OH | 07/2023 | 12/2024 |
| Jp Morgan Chase Bank, N.A. | Westerville | OH | 06/2022 | 08/2022 |
| Ups | Indianapolis | IN | 11/2020 | 01/2021 |
| Walmart | Westfield | IN | 03/2020 | 06/2020 |
| Panera, Llc | Carmel | IN | 05/2018 | 06/2019 |
| Papa John's | Westfield | IN | 05/2017 | 11/2017 |
| Unemployed | Carmel | IN | 08/2013 | 05/2017 |
| Unemployed | Carmel | IN | 11/2017 | 05/2018 |
| Ferris Financial, Llc | Dover | OH | 01/2025 | Present |
| Nylife Securities Llc | Dover | OH | 05/2025 | Present |
| Eagle Strategies Llc | Dover | OH | 06/2025 | Present |
[Groomsville Popcorn; Groomsville Popcorn is a family-owned farm and concession business. They specialize in popcorn, but also sell other concessions at a variety of local markets.; 5630 W 600 S. Atlanta, IN 46031; Start Date 11/2026; Role/Title: Employee; Not Investment Related; 60 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-29 |
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