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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-28 |
| TX | RA | APPROVED | 2025-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | State College | PA | 11/2025 | Present |
| J.P. Morgan Securities Llc | State College | PA | 11/2025 | Present |
| Fair Winds Wealth Strategies | Duncansville | PA | 07/2024 | 11/2025 |
| Wells Fargo Advisors Financial Network, Llc | Duncansville | PA | 07/2024 | 11/2025 |
| Edward Jones | Saint Petersburg | FL | 09/2021 | 07/2024 |
| Wells Fargo Na | Sarasota | FL | 12/2014 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
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