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650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-05-02 |
Branch Locations
16100 N. 71St Street Suite 140, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Scottsdale | AZ | 07/2008 | 02/2022 |
| J.P. Morgan Securities Inc | Scottsdale | AZ | 07/2008 | 02/2022 |
| Crewe Advisors | Scottsdale | AZ | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-30 |
| S66 | Uniform Combined State Law Examination | 2009-03-21 |
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