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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-06-10 |
| TX | RA | APPROVED | 2022-06-10 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
141 Longwater Drive Suite 102, Norwell, MA 02061 • United States
928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Los Anegeles | CA | 01/2013 | 06/2022 |
| Jp Morgan Securities Llc | Los Angeles | CA | 01/2013 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Middleton | MA | 06/2022 | Present |
*505855 : Firehouse Center for the Arts ; Investment related : No ; Newburyport ; Massachusetts ; Art/Culture ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2019 ; During business hours : 0 ; After business hours : 1 ; Budget Review Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-17 |
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