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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-08 |
Branch Locations
9808 Rea Rd, Charlotte, NC 28277 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | The Woodlands | TX | 02/2016 | 04/2018 |
| Jpmorgan Chase Bank | The Woodlands | TX | 02/2016 | 04/2018 |
| J.P. Morgan Securities, Llc | Katy | TX | 03/2019 | 09/2022 |
| Jpmorgan Chase Bank, N.A. | Katy | TX | 03/2019 | 09/2022 |
| Unemployed | Magnolia | TX | 04/2018 | 03/2019 |
| Unemployed | Raleigh | NC | 09/2022 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 10/2023 | Present |
| Wells Fargo Bank, Na | Raleigh | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-30 |
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