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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Gretna | NE | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Gretna | NE | 05/2026 | Present |
| Bank Of America Corporation/Merrill Lynch | Omaha | NE | 08/2022 | 05/2026 |
| Td Ameritrade | Omaha | NE | 09/2020 | 07/2022 |
| Encor | Omaha | NE | 05/2019 | 06/2021 |
| Sid Dillon Chevrolet | Blair | NE | 12/2019 | 08/2020 |
| Wayne State College | Wayne | NE | 01/2017 | 05/2020 |
| Property Exchange Partners | Wayne | NE | 09/2019 | 12/2019 |
| Olson Stewart | Blair | NE | 05/2018 | 07/2018 |
| Unemployed | Blair | NE | 05/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-26 |
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