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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
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 | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 09/2025 | Present |
| Purshe Kaplan Sterling Investments | Columbuss | OH | 06/2025 | 08/2025 |
| Apollon Wealth Management, Llc | Columbus | OH | 06/2025 | 08/2025 |
| Apollon Wealth Management Llc | Columbus | OH | 06/2025 | 08/2025 |
| Janney Montgomery Scott, Llc | Columbus | OH | 08/2024 | 06/2025 |
| Third And Hollywood | Columbus | OH | 05/2022 | 09/2024 |
| Northwestern Mutual Investment Services, Llc | Columbus | OH | 08/2023 | 08/2024 |
| Lance Fields | Columbus | OH | 08/2023 | 08/2024 |
| The Ohio State University | West Chester | OH | 08/2019 | 05/2023 |
| Brinker International Payroll Co Llc | Fairfield | OH | 06/2017 | 02/2021 |
| Chilis | Columbus | OH | 05/2018 | 09/2019 |
| Unemployed | Columbus | OH | 09/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-17 |
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