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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-29 |
Branch Locations
2870 Edgewood Rd Sw #200, Cedar Rapids, IA 52404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cedar Rapids | IA | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Cedar Rapids | IA | 07/2026 | Present |
| Trustage/Lpl/Cuna | Cedar Rapids | IA | 06/2021 | 07/2026 |
| Instacart | Cedar Rapids | IA | 10/2023 | 05/2026 |
| Tata | Cedar Rapids | IA | 04/2018 | 06/2021 |
| Transamerica | Cedar Rapids | IA | 07/2014 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-26 |
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