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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-20 |
| GA | RA | APPROVED | 2020-02-21 |
| DC | RA | APPROVED | 2019-10-04 |
| TX | RA | APPROVED_RES | 2019-09-19 |
Branch Locations
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
875 15Th Street Nw 7Th Floor, Washington, DC 20005 • United States
Potomac, MD • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Washington | DC | 08/2011 | 09/2019 |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 09/2019 | Present |
| Jpmorgan Securities, Llc. | Washington | DC | 09/2019 | Present |
Effective 9/19/19 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-27 |
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