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Phyllis Helene Levario

J.P. Morgan Securities LLC

Clearwater, FL

Jacksonville, FL

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-09
TX RA APPROVED_RES 2022-11-03
FL RA APPROVED 2022-10-03
  • NJ RA
    APPROVED
    Since 2025-04-09
  • TX RA
    APPROVED_RES
    Since 2022-11-03
  • FL RA
    APPROVED
    Since 2022-10-03

Branch Locations

2471 State Road 580, Clearwater, FL 33761 • United States

7255 Baymeadows Way, Jacksonville, FL 32256 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Tampa FL 10/2012 09/2021
J.P. Morgan Securities Llc Tampa FL 09/2022 Present
Jpmorgan Chase Bank, N.A. Tampa FL 09/2022 Present
Jpmorgan Chase Bank, N.A. Brandon FL 04/2002 09/2021
Unemployed Clearwater FL 09/2021 09/2022
  • 10/2012 → 09/2021
    J.P. Morgan Securities Llc
    Tampa, FL
  • 09/2022 → Present
    J.P. Morgan Securities Llc
    Tampa, FL
  • 09/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Tampa, FL
  • 04/2002 → 09/2021
    Jpmorgan Chase Bank, N.A.
    Brandon, FL
  • 09/2021 → 09/2022
    Unemployed
    Clearwater, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-29
S63 Uniform Securities Agent State Law Examination 1998-05-15
  • S66 Uniform Combined State Law Examination
    2021-04-29
  • S63 Uniform Securities Agent State Law Examination
    1998-05-15
Other Names
  • Phyllis Helene Gollihar
  • Phyllis Helene Lewallen
  • Phyllis Helene Collins
  • P Helene Gollihar
  • Phyllis H Levario
  • Phyllis H Gollihar
  • P Helene Gollihar
  • Helene Levario

View on SEC IAPD

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