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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED_RES | 2023-06-28 |
| NM | RA | APPROVED | 2023-06-16 |
Branch Locations
5613 Dtc Pkwy Ste 1000, Greenwood Village, CO 80111 • United States
315 Paseo De Peralta, Santa Fe, NM 87501 • United States
Centennial, CO • 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 |
|---|---|---|---|---|
| Jpmorgan Investment Management Inc. | Centennial | CO | 03/2016 | 04/2023 |
| J.P. Morgan Institutional Investments Inc. | Centennial | CO | 04/2016 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Santa Fe | NM | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-07 |
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