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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-04 |
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 | Orange | CA | 07/2014 | 12/2016 |
| Jpmorgan Chase Bank, N.A. | Orange | CA | 07/2014 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside | CA | 12/2016 | 09/2023 |
| Bank Of America, N.A. | Riverside | CA | 12/2016 | 09/2023 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-13 |
| S66 | Uniform Combined State Law Examination | 2008-06-21 |
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