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Sara Davidson

J.P. Morgan Securities LLC

Surprise, AZ

Wickenburg, AZ

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-07
TX RA APPROVED_RES 2024-04-25
  • AZ RA
    APPROVED
    Since 2024-05-07
  • TX RA
    APPROVED_RES
    Since 2024-04-25

Branch Locations

16380 W Waddell Rd, Surprise, AZ 85388 • United States

800 W Wickenburg Way, Wickenburg, AZ 85390 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Sun City West AZ 05/2012 11/2016
Wells Fargo Bank Na Peoria AZ 03/2004 04/2024
Wells Fargo Clearing Services, Llc Peoria AZ 05/2012 04/2024
J.P. Morgan Securities Llc Wickenburg AZ 04/2024 Present
Jpmorgan Chase Bank, N.A. Wickenburg AZ 04/2024 Present
  • 05/2012 → 11/2016
    Wells Fargo Advisors Llc
    Sun City West, AZ
  • 03/2004 → 04/2024
    Wells Fargo Bank Na
    Peoria, AZ
  • 05/2012 → 04/2024
    Wells Fargo Clearing Services, Llc
    Peoria, AZ
  • 04/2024 → Present
    J.P. Morgan Securities Llc
    Wickenburg, AZ
  • 04/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Wickenburg, AZ
Previous Registrations
  • 2021-08-19 → 2024-04-23
    Wells Fargo Clearing Services, Llc
    Scottsdale, AZ
    Cave Creek, AZ
    Scottsdale, AZ
    Sun City West, AZ
    Scottsdale, AZ
    Scottsdale, AZ
    Surprise, AZ
    Scottsdale, AZ
    Sun City West, AZ
    Peoria, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-19
S63 Uniform Securities Agent State Law Examination 2012-07-11
  • S66 Uniform Combined State Law Examination
    2021-08-19
  • S63 Uniform Securities Agent State Law Examination
    2012-07-11
Other Names
  • Sara Marie Lewis
  • Sara Lewis
  • Sara M Lewis
  • Sara M Davidson
  • Sara Davidson

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SURPRISE, AZ
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