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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-21
TX RA APPROVED 2025-10-21
  • OH RA
    APPROVED
    Since 2025-10-21
  • TX RA
    APPROVED
    Since 2025-10-21

Branch Locations

1435 Som Center Rd, Mayfield Heights, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Mayfield Heights OH 10/2025 Present
Jpmorgan Chase Bank, N.A. Mayfield Heights OH 10/2025 Present
Equitable Advisors,Llc Cleveland OH 10/2023 10/2025
Equitable Financial Life Insurance Cleveland OH 11/2023 09/2025
Pazzy Logistics Canfield OH 01/2024 10/2024
Per Logistics Llc Pepper Pike OH 07/2023 01/2024
Dynasty Management Middleburg OH 06/2023 07/2023
Unemployed Mayfield Heights OH 10/2015 05/2023
  • 10/2025 → Present
    Mayfield Heights, OH
  • 10/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Mayfield Heights, OH
  • 10/2023 → 10/2025
    Equitable Advisors,Llc
    Cleveland, OH
  • 11/2023 → 09/2025
    Equitable Financial Life Insurance
    Cleveland, OH
  • 01/2024 → 10/2024
    Pazzy Logistics
    Canfield, OH
  • 07/2023 → 01/2024
    Per Logistics Llc
    Pepper Pike, OH
  • 06/2023 → 07/2023
    Dynasty Management
    Middleburg, OH
  • 10/2015 → 05/2023
    Unemployed
    Mayfield Heights, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-03
  • S66 Uniform Combined State Law Examination
    2024-04-03

View on SEC IAPD

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