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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 10/2022 | 06/2025 |
| Advantage Products | Blueash | OH | 02/2021 | 10/2022 |
| House Doctors Of West Chester | West Chester | OH | 03/2020 | 01/2021 |
| Queen City Medmart | Sharonville | OH | 07/2019 | 03/2020 |
| Heskamp Construction | Cincinnati | OH | 05/2015 | 07/2019 |
| J.P. Morgan Securities Llc | Cincinnati | OH | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Cincinnati | OH | 06/2025 | Present |
| Prolink Healthcare Staffing | Cincinnati | OH | 11/2017 | 11/2017 |
| Self-Employed | Cincinnati | OH | 07/2026 | Present |
Entity Name: Self-Employed Investment related: No Address: Private Residence Nature of the other business: Contracting Position/Title/Relationship: Employee/Contractor Start Date: 07/26/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Home and eventually commercial contracting for renovations, upgrades, etc. I would post online to see who needs services then connect them with contractors who can complete the request.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-17 |
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