Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-13
  • TX RA
    APPROVED
    Since 2024-12-13

Branch Locations

17450 Rm 620, Round Rock, TX 78681 • United States

15004 Avery Ranch Blvd, Austin, TX 78717 • 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
Valic Financial Advisors, Inc Glendale CA 03/2016 01/2017
Valic Financial Advisors, Inc Glendale CA 10/2015 01/2017
Jp Morgan Chase Bank San Luis Obispo CA 01/2017 05/2018
Jp Morgan Securities, Llc San Luis Obispo CA 01/2017 05/2018
Jpmorgan Chase Bank, N.A. Leander TX 05/2018 Present
J.P. Morgan Securities Llc Leander TX 05/2018 Present
  • 03/2016 → 01/2017
    Valic Financial Advisors, Inc
    Glendale, CA
  • 10/2015 → 01/2017
    Valic Financial Advisors, Inc
    Glendale, CA
  • 01/2017 → 05/2018
    Jp Morgan Chase Bank
    San Luis Obispo, CA
  • 01/2017 → 05/2018
    San Luis Obispo, CA
  • 05/2018 → Present
    Jpmorgan Chase Bank, N.A.
    Leander, TX
  • 05/2018 → Present
    Leander, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-07
S63 Uniform Securities Agent State Law Examination 2016-03-09
  • S66 Uniform Combined State Law Examination
    2020-09-07
  • S63 Uniform Securities Agent State Law Examination
    2016-03-09
Other Names
  • David A Wirt
  • David Andrew Wirt

View on SEC IAPD

More in Round Rock, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor