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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED_RES | 2025-05-28 |
Branch Locations
190 Us Hwy A1A N, Ponte Vedra Beach, FL 32082 • United States
187 Capital Green Dr, Ponte Vedra, FL 32081-0584 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A./Merrill Lynch | Jacksonville | FL | 06/2012 | 05/2025 |
| J.P. Morgan Securities Llc | Ponte Vedra | FL | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Ponte Vedra | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-04 |
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