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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-08 |
| OH | RA | APPROVED | 2021-01-10 |
Branch Locations
38601 W 12 Mile Road, Floor 2, Farmington Hills, MI 48331 • United States
370 S Cleveland Ave Floor 02, Westerville, OH 43081 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Broker-Dealer Financial Planning, Inc | Powell | OH | 01/2016 | 10/2020 |
| Jpmorgan Chase Bank, Na. | Westerville | OH | 11/2020 | Present |
| J.P. Morgan Securities Llc | Westerville | OH | 11/2020 | Present |
| United States Soccer Foundation & Ohio High School Athletic Ass. | Chicago | IL | 01/2011 | 12/2023 |
| Ohio High School Athletic Association | Columbus | OH | 01/2013 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-23 |
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