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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-24 |
| UT | RA | APPROVED | 2022-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Bend | OR | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bend | OR | 11/2015 | 12/2021 |
| Jpmorgan Chase Bank (Mi) | Indialantic | FL | 12/2021 | Present |
| J.P. Morgan Securities Llc | Indialantic | FL | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-05 |
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