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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-10 |
| WI | RA | APPROVED | 2024-04-25 |
Branch Locations
111 E. Wisconsin Ave, Milwaukee, WI 53202 • United States
142 E Capitol Drive, Milwaukee, WI 53212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc. | West Bend | WI | 05/2019 | 05/2022 |
| Jpmorgan Securities Llc | New Berlin | WI | 03/2016 | 05/2019 |
| Jpmorgan Chase Bank N.A. | West Bend | WI | 05/2016 | 05/2019 |
| J.P. Morgan Securities | New Berlin | WI | 05/2022 | 05/2023 |
| J.P Morgan Securities Llc | Franklin | WI | 05/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Franklin | WI | 05/2023 | Present |
| Pourfolio App | Menomonee Falls | WI | 03/2026 | Present |
Entity Name: Pourfolio App Investment related: No Address: Private Residence Nature of the other business: Mobile Application Position/Title/Relationship: Owner/Partner Start Date: 03/02/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is an app for checking in and logging on spirit and beer consumption and collection.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-12 |
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