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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-31 |
| FL | RA | APPROVED | 2023-09-20 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 06/2011 | 12/2019 |
| Wells Fargo Clearing Services Llc. | Jacksonville | FL | 08/2020 | 06/2022 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 06/2022 | Present |
| Scott Penrod / Furniture / Wood Working / Penrod Chic | Fort Mill | SC | 07/2014 | 06/2018 |
| Unemployed | Jacksonville | NC | 01/2019 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-12 |
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