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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-17 |
| TX | RA | APPROVED | 2023-03-17 |
Branch Locations
10 S Dearborn St Floor 09, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Indianapolis | IN | 02/2020 | 07/2021 |
| Jpmorgan Securities Llc | Indianapolis | IN | 02/2020 | 07/2021 |
| Jpmorgan Chase Bank Na | Indianapolis | IN | 05/2019 | 08/2019 |
| Charles Schwab | Indianapolis | IN | 06/2018 | 08/2018 |
| Fidelity | Naperville | IL | 05/2017 | 07/2017 |
| Unemployed | Indianapolis | IN | 09/2016 | 05/2017 |
| Unemployed | Indianapolis | IN | 08/2017 | 05/2018 |
| Unemployed | Indianapolis | IN | 09/2019 | 01/2020 |
| Unemployed | Indianapolis | IN | 09/2018 | 05/2019 |
| Jpmorgan Chase Bank Na | Chicago | IL | 08/2021 | Present |
| Jpmorgan Securities Llc | Chicago | IL | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-21 |
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