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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Chicago | IL | 09/2013 | 10/2023 |
| Edward Jones | St Louis | MO | 09/2023 | 05/2024 |
| Jpmorgan Chase Bank, Na | Tampa | FL | 06/2024 | Present |
| Jpmorgan Securities Llc | Tampa | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-11 |
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