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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank (F/K/A Bbva/Compass Bank) | Gainesville | FL | 09/2003 | 08/2022 |
| Bbva Securities Inc. | Gainesville | FL | 05/2013 | 06/2021 |
| Bbva Wealth Solutions Inc. | Gainesville | FL | 06/2020 | 06/2021 |
| Jpmorgan Chase Bank (Mi) | Gainesville | FL | 08/2022 | Present |
| J.P. Morgan Securities Llc | Gainesville | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-24 |
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