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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-17 |
Branch Locations
216 Old Country Rd, Mineola, NY 11501 • United States
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Mineola | NY | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Mineola | NY | 06/2026 | Present |
| Unemployed | New York | NY | 04/2026 | 05/2026 |
| Expressive Wealth | Chicago | IL | 08/2025 | 03/2026 |
| Unemployed | New York | NY | 07/2025 | 07/2025 |
| Trusthouse | New York | NY | 02/2024 | 06/2025 |
| Oreka Wealth | Belle Harbor | NY | 09/2023 | 10/2024 |
| Unemployed | Belle Harbor | NY | 07/2023 | 08/2023 |
| Jpmorgan Chase | New York | NY | 11/2015 | 06/2023 |
| J.P. Morgan Securities Llc | New York | NY | 11/2015 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-17 |
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