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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-03 |
| IL | RA | APPROVED | 2018-11-30 |
Branch Locations
120 E. Wesley Street, Wheaton, IL 60187 • United States
10 S Dearborn St, Floor 32, Chicago, IL 60603 • United States
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calamos Financial Services Llc | Naperville | IL | 11/2014 | 11/2017 |
| Calamos Wealth Management Llc | Naperville | IL | 11/2014 | 11/2017 |
| T2 Asset Management, Llc | Oak Brook Terrace | IL | 11/2017 | 09/2018 |
| Jpmorgan Chase Bank, N.A. | Wheaton | IL | 11/2018 | Present |
| J.P. Morgan Securities Llc | Wheaton | IL | 11/2018 | Present |
Effective 11/13/2018 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 | 2019-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-11 |
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