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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Chicago | IL | 08/2016 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 03/2019 | 11/2020 |
| Bank Of America, N.A. | Rolling Meadows | IL | 03/2019 | 11/2020 |
| J.P. Morgan Securities Llc | Chicago | IL | 11/2020 | 03/2023 |
| Jp Morgan Chase Bank, N.A. | Chicago | IL | 11/2020 | 03/2023 |
| Baird | Chicago | IL | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-03 |
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