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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-16 |
Branch Locations
2701 S University Dr, Davie, FL 33328 • United States
3221 Sw 160Th Avenue, Miramar, FL 33027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Arlington | WA | 04/2014 | 01/2018 |
| Key Investment Services | Arlington | WA | 02/2015 | 08/2018 |
| Key Bank | Marysville | WA | 01/2018 | 10/2020 |
| Key Investment Services | Bellevue | WA | 08/2018 | 10/2020 |
| J.P. Morgan Bank, N.A. | Miramar | FL | 10/2020 | Present |
| J.P. Morgan Securities,Llc | Miramar | FL | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-24 |
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