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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-06 |
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
380 Polaris Pkwy Ste 250, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Westerville | OH | 05/2020 | 06/2025 |
| Pnc Investments | Westerville | OH | 11/2023 | 06/2025 |
| American Sanitary Supply | Wheeling | WV | 01/2020 | 05/2020 |
| Jp Morgan Chase | Columbus | OH | 08/2018 | 01/2020 |
| Jp Morgan Chase | Columbus | OH | 02/2018 | 08/2018 |
| The Ram Bar & Restaurant | Columbus | OH | 08/2016 | 02/2018 |
| Wells Fargo Clearing Services, Llc | Polaris | OH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
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