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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-17 |
| IL | RA | APPROVED | 2023-08-07 |
Branch Locations
2222 Essington Rd, Joliet, IL 60435 • United States
27242 W Eames St, Channahon, IL 60410 • United States
1925 N Division, Morris, IL 60450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 04/2012 | 02/2018 |
| Jpmorgan Chase Bank, N.A. | Ventura | CA | 03/2018 | 01/2020 |
| J.P. Morgan Securities Llc | Ventura | CA | 03/2018 | 01/2020 |
| Strategic Advisers, Inc. | Franklin | TN | 01/2014 | 02/2018 |
| Mission Wealth Management | Santa Barbara | CA | 03/2020 | 03/2022 |
| Fidelity Investments | Jacksonville | FL | 04/2012 | 02/2018 |
| Jpmorgan Chase Bank, N.A. | Joliet | IL | 06/2022 | Present |
| J.P. Morgan Securities Llc | Joliet | IL | 06/2022 | Present |
| Unemployed | Santa Barbara | CA | 02/2020 | 02/2020 |
| Unemployed | Chicago | IL | 04/2022 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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