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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-22 |
| TX | RA | APPROVED | 2023-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Tampa | FL | 01/2015 | 02/2019 |
| Jpmorgan Securities Llc | Tampa | FL | 01/2015 | 02/2019 |
| Goldman Sachs & Co. Llc | Tampa | FL | 02/2019 | 08/2023 |
| Jpmorgan Chase Bank Na | Tampa | FL | 08/2023 | Present |
| Jpmorgan Securities Llc | Tampa | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-14 |
| S66 | Uniform Combined State Law Examination | 2012-10-18 |
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