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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED_RES | 2021-10-01 |
| CA | RA | APPROVED | 2017-10-04 |
Branch Locations
11305 E 96Th St N, Owasso, OK 74055 • United States
6140 South Lewis, Tulsa, OK 74136 • United States
4101 South Garnett Rd, Tulsa, OK 74146 • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Indian Wells | CA | 04/2016 | 09/2017 |
| Ashford University | San Diego | CA | 09/2016 | 07/2017 |
| Jp Morgan Chase Bank | Palm Desert | CA | 09/2017 | 09/2018 |
| Jp Morgan Securities Llc | Palm Desert | CA | 09/2017 | 09/2018 |
| Jpmorgan Chase Bank, Na | Indio | CA | 09/2018 | 02/2020 |
| Jpmorgan Chase Bank, N.A. | Tulsa | OK | 02/2020 | Present |
| J.P. Morgan Securities Llc | Tulsa | OK | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-15 |
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