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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Hartland | WI | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Hartland | WI | 04/2026 | Present |
| E^2 Retirement Consulting | Menomonee Falls | WI | 06/2025 | 04/2026 |
| Harbour Investments, Inc | Menomonee Falls | WI | 10/2024 | 04/2026 |
| The Legend At Brandybrook | Wales | WI | 06/2022 | 12/2025 |
| E^2 Retirement Consulting | Menomonee Falls | WI | 10/2024 | 06/2025 |
| Papa Murphy's | Pewaukee | WI | 03/2021 | 05/2022 |
| Unemployed | Waukesha | WI | 09/2019 | 02/2021 |
| Goodwill Industries Of Se Wi | Pewaukee | WI | 06/2019 | 08/2019 |
| Unemployed | Waukesha | WI | 04/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-09 |
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