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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2021-01-26 |
| TX | RA | APPROVED_RES | 2021-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Investment Management, Llc | Smithtown | NY | 06/2007 | 12/2020 |
| J.P. Morgan Securities, Llc | Islip | NY | 01/2021 | Present |
| J.P. Morgan Chase Bank, N.A. | Islip | NY | 01/2021 | Present |
| Td Waterhouse Investor Services Inc | Smithtown | NY | 01/1999 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-05 |
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