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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-12-17 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Institutional Investments Inc. | Kansas City | MO | 11/2003 | Present |
| J. P. Morgan Institutional Investments Inc. | Kansas City | MO | 04/2005 | Present |
| J.P. Morgan Retirement Plan Services Llc | Kansas City | MO | 07/2007 | Present |
| Gwfs Equities, Inc. | Overland Park | KS | 09/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-17 |
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