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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-01 |
| FL | RA | APPROVED | 2024-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | Fort Lauderdale | FL | 11/2013 | 08/2017 |
| Hsbc Bank Usa, N.A. | Fort Lauderdale | FL | 11/2013 | 08/2017 |
| Wells Fargo Bank Na | Hallandale Beach | FL | 08/2017 | 09/2022 |
| Wells Fargo Clearing Services, Llc. | Hallandale Beach | FL | 09/2017 | 09/2022 |
| Strategic Wealth Designers | Louisville | KY | 09/2022 | 07/2024 |
| J.P. Morgan Securities Llc | Aventura | FL | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Aventura | FL | 07/2024 | Present |
| Strategic Wealth Investment Group, Llc | Louisville | KY | 09/2022 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-17 |
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