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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-27 |
| TX | RA | APPROVED_RES | 2019-12-20 |
Branch Locations
103 S Barfield Dr, Marco Island, FL 34145 • United States
960 N Collier Blvd, Marco Island, FL 34145 • United States
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Naples | FL | 11/2019 | 05/2021 |
| J.P. Morgan Securities Llc | Naples | FL | 11/2019 | 05/2021 |
| Morgan Stanley | Naples | FL | 10/2013 | 11/2019 |
| Morgan Stanley | Naples | FL | 10/2013 | 11/2019 |
| J.P. Morgan Securities Llc | Naples | DC | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-07 |
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