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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-29 |
| NY | RA | APPROVED | 2021-05-03 |
Branch Locations
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
Palm Harbor, FL • United States
2 disclosure categories 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 Securities Llc | Boston | MA | 08/2013 | Present |
| Jpmorgan Chase Bank Na | Boston | MA | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-24 |
| S66 | Uniform Combined State Law Examination | 2000-06-16 |
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