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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED | 2025-02-26 |
Branch Locations
10 S Dearborn St, Chicago, IL 60603 • United States
875 15Th St Nw, Floor 07, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aon Hewitt | Chicago | IL | 11/2007 | 08/2017 |
| Aon Securities Inc. | Chicago | IL | 06/2017 | 08/2017 |
| Bmo Harris Private Bank | Chicago | IL | 12/2018 | 09/2020 |
| Meketa Investment Group | Chicago | IL | 08/2017 | 11/2017 |
| Ares Wealth Management Solutions | Denver | CO | 03/2022 | 07/2022 |
| Rbc Capital Markets, Llc | Chicago | IL | 04/2023 | 12/2024 |
| Self Employed | Chicago | IL | 10/2020 | 03/2023 |
| J.P. Morgan Securities Llc | Chicago | IL | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 01/2025 | Present |
| Unemployed | Chicago | IL | 12/2017 | 11/2018 |
Effective 1/2/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-21 |
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