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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Astoria | NY | 01/2007 | 04/2018 |
| T-Michaels Steakhouse & Lobster Restaurant (Fka Cloydes) | Naples | FL | 12/2010 | 11/2016 |
| J.P. Morgan Securities Llc | Naples | FL | 10/2012 | 04/2018 |
| Wells Fargo Bank, N.A. | Camp Hill | PA | 05/2018 | 11/2023 |
| Wells Fargo Clearing Services Llc | Camp Hill | PA | 05/2018 | 11/2023 |
| Jpmorgan Chase Bank (Ky) | Lititz | PA | 03/2024 | Present |
| J.P. Morgan Securities Llc | Lititz | PA | 03/2024 | Present |
| Unemployed | York | PA | 12/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-27 |
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