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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-06 |
| TX | RA | APPROVED_RES | 2022-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Er Associates Of Iowa | West Des Moines | IA | 07/2018 | 10/2018 |
| Spring Hill College | Mobile | AL | 08/2014 | 05/2018 |
| Lockton Companies | Saint Louis | MO | 05/2017 | 08/2017 |
| Td Ameritrade/Charles Schwab | Naples | FL | 03/2021 | 08/2022 |
| Charles Schwab & Co., Inc. | Naples | FL | 01/2022 | 08/2022 |
| Td Ameritrade Investment Management, Llc | Naples | FL | 03/2021 | 08/2022 |
| Td Ameritrade, Inc | Naples | FL | 03/2021 | 08/2022 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 07/2018 | 02/2021 |
| Wells Fargo Advisors | St Louis | MO | 10/2018 | 02/2021 |
| Country Club Of Mobile | Mobile | AL | 08/2017 | 12/2017 |
| Unemployed | St Louis | MO | 06/2018 | 06/2018 |
| J.P. Morgan Securities Llc | Naples | FL | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Naples | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-11 |
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