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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Murray | UT | 06/2017 | 01/2022 |
| Wells Fargo Bank, N.A. | Salt Lake City | UT | 09/2016 | 06/2017 |
| Wells Fargo Bank, N.A. | Helena | MT | 10/2015 | 09/2016 |
| J.P. Morgan Securities Llc | Murray | UT | 05/2018 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Salt Lake City | UT | 01/2022 | Present |
| J.P. Morgan Securities Llc | Salt Lake City | UT | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-08 |
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