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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED_RES | 2021-09-27 |
| ND | RA | APPROVED | 2021-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Fargo | ND | 11/2012 | 06/2018 |
| Wells Fargo Clearing Services, Llc | Fargo | ND | 05/2015 | 06/2018 |
| Bancwest Investment Services | Fargo | ND | 06/2018 | 05/2021 |
| Bank Of The West | Fargo | ND | 06/2018 | 05/2021 |
| Jp Morgan Chase Bank, N.A. | Fargo | ND | 05/2021 | Present |
| J.P. Morgan Securities Llc | Fargo | ND | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-07 |
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