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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-03
FL RA APPROVED 2025-04-22
  • TX RA
    APPROVED
    Since 2025-06-03
  • FL RA
    APPROVED
    Since 2025-04-22

Branch Locations

1600 Central Ave, Saint Petersburg, FL 33712 • United States

4625 Gulf Blvd, St Pete Beach, FL 33706 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Saint Petersburg FL 07/2022 Present
Valley Forge Financial Group Berwyn PA 06/2021 08/2021
Circle Pizza Avalon NJ 05/2020 08/2020
Capitan Jacks Island Grill Wildwood NJ 05/2019 08/2019
Radnor Valley Country Club Villanova PA 06/2017 08/2017
Stingers Waterfront Llc Ridley Park PA 05/2017 06/2017
Unemployed Drexel Hill PA 09/2021 06/2022
Unemployed Drexel Hill PA 09/2020 05/2021
Unemployed Drexel Hill PA 09/2019 04/2020
Unemployed Drexel Hill PA 09/2017 04/2019
Unemployed Drexel Hill PA 07/2012 04/2017
Jpmorgan Chase Bank (Mi) Saint Petersburg FL 07/2022 Present
  • 07/2022 → Present
    Saint Petersburg, FL
  • 06/2021 → 08/2021
    Valley Forge Financial Group
    Berwyn, PA
  • 05/2020 → 08/2020
    Circle Pizza
    Avalon, NJ
  • 05/2019 → 08/2019
    Capitan Jacks Island Grill
    Wildwood, NJ
  • 06/2017 → 08/2017
    Radnor Valley Country Club
    Villanova, PA
  • 05/2017 → 06/2017
    Stingers Waterfront Llc
    Ridley Park, PA
  • 09/2021 → 06/2022
    Unemployed
    Drexel Hill, PA
  • 09/2020 → 05/2021
    Unemployed
    Drexel Hill, PA
  • 09/2019 → 04/2020
    Unemployed
    Drexel Hill, PA
  • 09/2017 → 04/2019
    Unemployed
    Drexel Hill, PA
  • 07/2012 → 04/2017
    Unemployed
    Drexel Hill, PA
  • 07/2022 → Present
    Jpmorgan Chase Bank (Mi)
    Saint Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-10
S63 Uniform Securities Agent State Law Examination 2022-09-14
  • S66 Uniform Combined State Law Examination
    2024-04-10
  • S63 Uniform Securities Agent State Law Examination
    2022-09-14
Other Names
  • Steven Flatley

View on SEC IAPD

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