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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-10-31 |
Branch Locations
2650 North Military Trail Suite 150, Boca Raton, FL 33431 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boca Raton | FL | 10/2012 | 09/2019 |
| Jp Morgan Chase Bank, N.A. | Boca Raton | FL | 09/2019 | 07/2020 |
| Jp Morgan Chase Bank, Llc | Boca Raton | FL | 09/2019 | 07/2020 |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 08/2020 | 06/2024 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 08/2020 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 06/2024 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
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