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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-09 |
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