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Peter W Vitali

J.P. Morgan Securities LLC

Dallas, TX

Oklahoma City, OK

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-12-15
TX RA APPROVED 2022-12-15
  • OK RA
    APPROVED
    Since 2022-12-15
  • TX RA
    APPROVED
    Since 2022-12-15

Branch Locations

1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States

210 Park Ave Ste 2725 Floor 27, Oklahoma City, OK 73102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Private Bank, National Association New York NY 09/2015 06/2017
Hd Vest Advisory Services Enid OK 06/2017 11/2018
Hd Vest Insurance Agency Inc Irving TX 06/2017 11/2018
Hd Vest Investment Services Enid OK 06/2017 11/2018
Jpmorgan Securities Llc Oklahoma City OK 11/2018 Present
Jpmorgan Chase Bank, N.A. Oklahoma City OK 11/2018 Present
  • 09/2015 → 06/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 06/2017 → 11/2018
    Hd Vest Advisory Services
    Enid, OK
  • 06/2017 → 11/2018
    Hd Vest Insurance Agency Inc
    Irving, TX
  • 06/2017 → 11/2018
    Hd Vest Investment Services
    Enid, OK
  • 11/2018 → Present
    Jpmorgan Securities Llc
    Oklahoma City, OK
  • 11/2018 → Present
    Jpmorgan Chase Bank, N.A.
    Oklahoma City, OK
Previous Registrations
  • 2017-06-13 → 2018-12-21
    Avantax Advisory Services
    Enid, OK
  • 2015-08-31 → 2017-06-12
    Morgan Stanley
    Oklahoma City, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-15
S66 Uniform Combined State Law Examination 2015-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-12-15
  • S66 Uniform Combined State Law Examination
    2015-08-31
Other Names
  • Peter Walter Vitali

View on SEC IAPD

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