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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-18 |
| PA | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia | PA | 10/2025 | Present |
| First Republic | Wilmington | DE | 01/2018 | 07/2024 |
| Glenmede Trust Company | Wilmington | DE | 07/2012 | 12/2017 |
| Jtc Trust Company (Delaware) Limited | Wilmington | DE | 08/2024 | 09/2025 |
| J.P. Morgan Chase Bank N.A. | Philadelphia | PA | 10/2025 | Present |
Effective 10/1/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-18 |
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