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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Parkesburg | PA | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Parkesburg | PA | 03/2026 | Present |
| Trinity Wealth Advisors, Llc | Wilmington | DE | 10/2025 | 03/2026 |
| Florida Financial Advisors, Llc | Tampa | FL | 06/2025 | 03/2026 |
| Tristate Financial Advisors | Wilmington | DE | 01/2025 | 03/2026 |
| Unemployed | Landenberg | PA | 09/2024 | 12/2024 |
| Bethany Blues Bbq Pit | Bethany Beach | PA | 05/2022 | 08/2024 |
| Gee Bowls Newark Llc | Newark | DE | 12/2021 | 01/2024 |
| Unemployed | Landenberg | PA | 03/2016 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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