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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
100 N Tampa St Floor 33, Tampa, FL 33602 • United States
3424 Peachtree Rd Ne Floor 24, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Atlanta | GA | 03/2007 | Present |
| Jpmorgan Securities Llc | Atlanta | GA | 09/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-30 |
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