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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2016-09-28 |
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 | Overland Park | KS | 12/2005 | Present |
| J.P. Morgan Retirement Plan Services, Llc. | Overland Park | KS | 12/2005 | Present |
| J.P. Morgan Institutional Investments Inc. | Overland Park | KS | 06/2007 | Present |
| Gwfs Equities, Inc. | Overland Park | KS | 09/2014 | Present |
SelfCo-Owner of Rental Property; Ownership of rental properties. There will not be much of an active roll other than financial decisions. We are currently attempting to purchase two properties that would close in mid-August
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-19 |
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