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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-24 |
| CO | RA | APPROVED | 2024-06-21 |
Branch Locations
6400 S Fiddlers Green Cir, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwestern Securities Trading Company, Llc | East Peoria | IL | 05/2015 | 06/2023 |
| J.P. Morgan Securities Llc | Parker | CO | 08/2023 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Parker | CO | 08/2023 | 05/2024 |
| State Bank Of Toulon | Toulon | IL | 02/2016 | 02/2023 |
| Midwestern Securities Trading Co | East Peoria | IL | 05/2015 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwood Village | CO | 05/2024 | Present |
| Bank Of America, N.A. | Greenwood Village | CO | 06/2024 | Present |
I*1855288 Entity Charitable Name of OBA: Two Rivers YMCA Address: Moline, Illinois, 61265 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/23/2024 No Hours: 12 No Hours during trading: 1 Duties: Fundraising efforts and education around gifting strategies to donors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-09 |
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