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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
1700 East Southlake Blvd., Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | The Woodlands | TX | 04/2012 | 06/2023 |
| J.P. Morgan Securities Llc | The Woodlands | TX | 12/2012 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Colleyville | TX | 06/2023 | 01/2024 |
| Wells Fargo Bank, Na | Colleyville | TX | 06/2023 | 01/2024 |
| Jpmorgan Chase Bank, N.A. | Southlake | TX | 01/2024 | Present |
| J.P. Morgan Securities Llc | Southlake | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-04 |
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