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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-29 |
| WA | RA | APPROVED | 2024-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Seattle | WA | 05/2017 | Present |
| Jpmorgan Securities Llc | Seattle | WA | 05/2017 | Present |
| Merus Global Investments | New York | NY | 12/2015 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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