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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-09 |
| TX | RA | APPROVED_RES | 2021-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 09/2018 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 05/2015 | 09/2018 |
| Wells Fargo Clearing Services, Llc | New York | NY | 09/2018 | 05/2021 |
| Snowden Lane Partners | New York | NY | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-16 |
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