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700 Stonehenge Parkway Suite B, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
700 Stonehenge Parkway Suite B, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Delaware | OH | 03/2024 | 06/2026 |
| Jpmorgan Chase Bank (Oh) | Delaware | OH | 03/2021 | 06/2026 |
| Jpmorgan Chase | Columbus | OH | 03/2021 | 02/2024 |
| Jpmorgan Chase | Columbus | OH | 04/2013 | 07/2020 |
| Keller Williams Mortgage | Dublin | OH | 08/2020 | 02/2021 |
| The Pension Group | Dublin | OH | 06/2026 | Present |
Entity Name: Chaney Legacy Foundation Investment related: Yes Address: Private Residence Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/29/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The nature of this unincorporated non-profit organization is to support the Chaney High School Alumni Class of 2005 explicitly through donations to helps raise funds to support social activities and assistance for distressed alumni. My role is treasurer and my responsibilities include allocating the donations for appropriate use (with board approval). The accounts are with Chase Bank N.A. Entity Name: New Hope Reformed Church Children's Education Center Investment related: No Address: 4739 W Powell Rd, Powell OH 43065. Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The nature of this organization is to support the pre-schoolers and staff associated with the New Hope PreSchool (we vote on budgets, salaries for employees, assistance for families, etc.). The Pre-Schools bank accounts are with Chase Bank N.A. I am the treasurer, and my sole responsibility as a treasurer is to review the monthly bank statements for reconciliation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-13 |
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