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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-02-06 |
Branch Locations
935 Pilgrim Way, Green Bay, WI 54304 • United States
2635 Libal Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Naperville | IL | 03/2015 | 01/2020 |
| Fidelity Personal And Workplace Advisors | Naperville | IL | 07/2018 | 01/2020 |
| Strategic Advisers Llc | Naperville | IL | 03/2015 | 07/2018 |
| Jp Morgan Securities, Llc | Green Bay | WI | 01/2020 | Present |
| Jp Morgan Chase Bank, N.A. | Green Bay | WI | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-22 |
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