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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-23 |
| TX | RA | APPROVED | 2023-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Boston | MA | 05/2018 | 09/2021 |
| Jpmorgan Securities Llc | Boston | MA | 05/2018 | 09/2021 |
| Citigroup Global Markets Inc | New York | NY | 06/2015 | 09/2016 |
| Siemens Financial Services Inc | Boston | MA | 09/2016 | 05/2018 |
| Jpmorgan Chase Bank Na | Irvine | CA | 10/2021 | Present |
| Jpmorgan Securities Llc | Irvine | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-06 |
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