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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-13 |
| MI | RA | APPROVED | 2018-02-07 |
Branch Locations
821 Court Street, Saginaw, MI 48602 • United States
4144 Bay Road, Saginaw, MI 48603 • United States
4459 Fortino Dr., Swartz Creek, MI 48473 • United States
101 West Main, Vernon, MI 48476 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Saginaw | MI | 07/2015 | 02/2017 |
| Jpmorgan Chase Bank | Saginaw | MI | 06/2015 | 02/2017 |
| Jpmorgan Chase Bank | Vassar | MI | 02/2017 | 11/2017 |
| J.P. Morgan Securities Llc | Saginaw | MI | 12/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Saginaw | MI | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-11 |
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