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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| CA | RA | APPROVED | 2022-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Upland | CA | 12/2005 | 02/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| J.P. Morgan Securities Llc | Cypress | CA | 04/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Cypress | CA | 04/2022 | Present |
| Unemployed | Cypress | CA | 02/2021 | 03/2022 |
| Td Ameritrade, Inc | Omaha | NE | 02/2018 | 01/2021 |
| Td Ameritrade | Omaha | NE | 12/2017 | 01/2021 |
| Scottrade Investment Management | Upland | CA | 01/2017 | 02/2018 |
| Scottrade, Inc | Upldand | CA | 12/2005 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-18 |
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