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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED | 2021-11-16 |
Branch Locations
12860 El Camino Real Floor 02, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 05/2020 | 09/2021 |
| Indiana University | Bloomington | IN | 08/2016 | 05/2020 |
| Bank Of America Na | Chicago | IL | 06/2019 | 08/2019 |
| Bank Of America Na | Chicago | IL | 05/2020 | 09/2021 |
| Jpmorgan Chase Bank Na | Chicago | IL | 10/2021 | Present |
| Jpmorgan Securities Llc | Chicago | IL | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-03 |
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