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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-10 |
| OR | RA | APPROVED | 2020-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Lake Oswego | OR | 10/2020 | Present |
| Jpmorgan Chase Bank, N.A. | Lake Oswego | OR | 08/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-24 |
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