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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
| MI | RA | APPROVED | 2024-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Clarkston | MI | 10/2018 | Present |
| Jpmorgan Chase Bank, N.A. | Clarkston | MI | 10/2018 | Present |
| Great Oaks Country Club | Rochester Hills | MI | 08/2016 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-31 |
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