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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
8507 W New Harmony Trail, Tomball, TX 77375 • United States
9590 Six Pines Dr Tx, 77380, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Tomball | TX | 09/2025 | Present |
| J.P. Morgan Securities Llc | Tomball | TX | 09/2025 | Present |
| Fidelity Investments | Naperville | IL | 05/2021 | 09/2025 |
| Citibank N.a. | Chicago | IL | 10/2019 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Winnetka | IL | 03/2016 | 09/2019 |
| J.P. Morgan Securities Llc | Winnetka | IL | 03/2016 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-25 |
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