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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2026-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Denver | CO | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Denver | CO | 07/2026 | Present |
| Fidelity Investments | Denver | CO | 09/2024 | 07/2026 |
| Unemployed | Naperville | IL | 08/2024 | 08/2024 |
| Toyota Motor Manufacturing | Aurora | IL | 05/2013 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-14 |
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