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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlottesville | VA | 02/2015 | 05/2023 |
| Wells Fargo Bank, N.A. | Charlottesville | VA | 08/2012 | 05/2023 |
| Jpmorgan Chase Bank (Oh) | Charlottesville | VA | 05/2023 | Present |
| J.P. Morgan Securities Llc | Charlottesville | VA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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