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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-01 |
Branch Locations
405 Colorado St Floor 25 & 24, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Austin | TX | 10/2007 | 02/2019 |
| Wells Fargo Advisors Llc | Austin | TX | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 11/2016 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 02/2019 | 07/2022 |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 07/2022 | Present |
| J.P. Morgan Securities Llc | Austin | TX | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-03 |
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