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262 Chapman Road Suite 201-A, Newark, DE 19702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-14 |
| DE | RA | APPROVED | 2010-07-07 |
| MD | RA | APPROVED | 2010-07-07 |
| NJ | RA | APPROVED | 2010-06-30 |
| PA | RA | APPROVED | 2010-06-30 |
Branch Locations
262 Chapman Road Suite 201-A, Newark, DE 19702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpl Asset Managementy Andf Planning, Llc | Wilmington | DE | 06/2010 | Present |
1. TRUSTEE OF PARENTS REVOCABLE TRUST 2. INDEPENDENT INSURANCE AGENT / WILMINGTON, DE / FIXED PRODUCTS ONLY / APPROVED MAY 22, 2001
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-26 |
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