Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-03
TX RA APPROVED 2017-11-21
NJ RA APPROVED 2017-09-27
  • NY RA
    APPROVED
    Since 2021-05-03
  • TX RA
    APPROVED
    Since 2017-11-21
  • NJ RA
    APPROVED
    Since 2017-09-27

Branch Locations

360 E 72Nd St, New York, NY 10021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Cranford NJ 07/2015 11/2016
Wells Fargo Bank ,Na Cranford NJ 07/2015 07/2017
Wells Fargo Clearing Services, Llc Cranford NJ 11/2016 07/2017
Jp Morgan Securities, Llc New York NY 07/2017 Present
Untouchable Events New York NY 09/2018 Present
Jp Morgan Chase Bank, N.A. New York NY 07/2017 Present
  • 07/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Cranford, NJ
  • 07/2015 → 07/2017
    Wells Fargo Bank ,Na
    Cranford, NJ
  • 11/2016 → 07/2017
    Wells Fargo Clearing Services, Llc
    Cranford, NJ
  • 07/2017 → Present
    New York, NY
  • 09/2018 → Present
    Untouchable Events
    New York, NY
  • 07/2017 → Present
    Jp Morgan Chase Bank, N.A.
    New York, NY
Other Businesses

Entity Name: Untouchable Events Investment related: No "Address: 20 W 22nd street Ste 411 New York, NY, 10010" Nature of the other business: Event Company Position/Title/Relationship: Owner/Partner Start Date: 06/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Untouchable Events is a Full Service Event company. My role is to repair, maintain and service the multiple photo booths for the event company from the warehouse facility where they are kept. This is not similar in any way to my current role at JPMC and has no affiliation or connection with JPMC."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-20
S63 Uniform Securities Agent State Law Examination 2012-02-20
  • S66 Uniform Combined State Law Examination
    2017-09-20
  • S63 Uniform Securities Agent State Law Examination
    2012-02-20
Other Names
  • Daniel Romeo
  • Dan Romeo
  • Daniel Romeo
  • Daniele Romeo

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor