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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-06 |
| IL | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | South Elgin | IL | 11/2019 | 04/2023 |
| Jpmorgan Chase Bank, N.A. | St. Charles | IL | 06/2013 | 10/2019 |
| Jpmorgan Chase Bank, N.A. | South Elgin | IL | 11/2019 | 04/2023 |
| J.P. Morgan Securities Llc | St. Charles | IL | 11/2009 | 10/2019 |
| Fidelity Investments | Geneva | IL | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-15 |
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