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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
5420 Military Trail, Jupiter, FL 33458 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities, Llc | Jupiter | FL | 12/2016 | 07/2017 |
| Jpmorgan Securities, Llc | Jupiter | FL | 08/2017 | 01/2022 |
| Jp Morgan Securities Llc | Jupiter | FL | 12/2012 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 01/2022 | 11/2024 |
| Bank Of America, N.A. | Jupiter | FL | 03/2022 | 11/2024 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-23 |
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