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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
210 Great Teays Boulevard, Scott Depot, WV 25560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | South Charleston | WV | 01/2021 | 10/2022 |
| J.P. Morgan Securities Llc | South Charleston | WV | 01/2021 | 10/2022 |
| Bb&T | Danville | WV | 09/2018 | 11/2020 |
| Bookholders | Morgantown | WV | 04/2018 | 04/2018 |
| Liquid Lounge | Morgantown | WV | 07/2017 | 01/2018 |
| Universal Wireless | Morgantown | WV | 07/2017 | 01/2018 |
| Teletech | Morgantown | WV | 06/2015 | 05/2017 |
| Morgan Stanley | Charleston | WV | 11/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | WV | 05/2023 | 12/2023 |
| Bank Of America, N.A. | Charleston | WV | 05/2023 | 12/2023 |
| Jpmorgan Chase Bank, N.A. | Scott Depot | WV | 01/2024 | Present |
| J.P. Morgan Securities Llc | Scott Depot | WV | 01/2024 | Present |
| Unemployed | Chapmanville | WV | 06/2017 | 06/2017 |
| Unemployed | Chapmanville | WV | 02/2018 | 03/2018 |
| Unemployed | Chapmanville | WV | 05/2018 | 08/2018 |
| Unemployed | Foster | WV | 12/2020 | 12/2020 |
| Unemployed | Chapmanville | WV | 04/2023 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-02 |
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