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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-13 |
| IN | RA | APPROVED | 2021-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fort Wayne | IN | 07/2014 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Fort Wayne | IN | 10/2010 | 01/2019 |
| Cetera Investments Services Llc | Saint Cloud | MN | 01/2019 | 01/2020 |
| First Merchants Bank | Fort Wayne | IN | 01/2019 | 01/2020 |
| Cuso Financial Services, L.P. | Warsaw | IN | 08/2020 | 09/2020 |
| Via Credit Union | Warsaw | IN | 08/2020 | 09/2020 |
| Unemployed | Fort Wayne | IN | 02/2020 | 07/2020 |
| Jpmorgan Chase Bank, N.A. | Fort Wayne | IN | 12/2020 | Present |
| J.P. Morgan Securities Llc | Fort Wayne | IN | 12/2020 | Present |
| Unemployed | Fort Wayne | IN | 10/2020 | 11/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-14 |
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