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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-19 |
| TX | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach | FL | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 06/2026 | Present |
| Credit Suisse Now Ubs | New York | NY | 01/2014 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-29 |
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