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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-24 |
| WA | RA | APPROVED | 2023-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Seattle | WA | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 11/2016 | 05/2019 |
| Citigroup | Seattle | WA | 05/2019 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 08/2023 | Present |
| J.P. Morgan Securities Llc | Seattle | WA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-23 |
| S66 | Uniform Combined State Law Examination | 2006-10-09 |
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