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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-13 |
| TX | RA | APPROVED_RES | 2013-09-19 |
| IL | RA | APPROVED | 2012-10-01 |
Branch Locations
15501 Mcgregor Blvd, Fort Myers, FL 33908 • United States
2441 Palm Ridge Rd, Sanibel, FL 33957 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 10/2012 | 07/2017 |
| Jpmorgan Chase Bank, N.A. | Fort Myers | FL | 07/2017 | Present |
| Jp Morgan Securities Llc | Fort Myers | FL | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-05 |
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