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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Irvine | CA | 11/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 10/2022 | Present |
| Daniel Wilbur | Fullerton | CA | 01/2010 | 10/2022 |
| Ameriprise Financial Services Llc | Fullerton | CA | 08/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-12 |
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