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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Springboro | OH | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Springboro | OH | 01/2025 | Present |
| Costco | West Chester | OH | 09/2024 | 12/2024 |
| Wesbanco Bank Inc | Montgomery | OH | 10/2022 | 10/2023 |
| Crunch Fitness | Mason | OH | 10/2019 | 11/2023 |
| Jason Hodge - State Farm Agency | Sharonville | OH | 03/2022 | 06/2022 |
| Smoothie King | Montgomery | OH | 02/2021 | 04/2021 |
| Tzatzikis | Mason | OH | 05/2019 | 08/2019 |
| Fidelity Investments | Covington | KY | 11/2023 | 07/2024 |
| Fitness Gurus Llc | Mason | OH | 11/2019 | 11/2023 |
| Altafiber | Cincinnati | OH | 08/2022 | 09/2022 |
| Cincinnati Bell Inc | Cincinnati | OH | 08/2022 | 09/2022 |
| Nutrition Unlimited Llc | Cincinnati | OH | 03/2021 | 08/2021 |
| Starbucks Coffee Company | Loveland | OH | 12/2019 | 09/2020 |
| Target Corporation | Loveland | OH | 09/2020 | 10/2020 |
| Dick's Sporting Goods Inc | Mason | OH | 09/2019 | 10/2019 |
| Schulte Hospitality | Deerfield | OH | 10/2019 | 11/2019 |
| Nordstrom Inc | Kenwood | OH | 06/2019 | 08/2019 |
| Unemployed | Loveland | OH | 01/2015 | 04/2019 |
| Unemployed | Westchester | OH | 08/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-24 |
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