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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-27 |
| TX | RA | APPROVED | 2018-04-27 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Radnor | PA | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 11/2016 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 04/2018 | Present |
| Jpmorgan Securities, Llc. | Philadelphia | PA | 04/2018 | Present |
Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-22 |
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