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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED_RES | 2025-08-07 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 11/2013 | 11/2022 |
| J.P. Morgan Securities Llc | New York | NY | 12/2013 | 11/2022 |
| Fidelity Investments | New York | NY | 12/2022 | 07/2025 |
| Fidelity Brokerage Services Llc | Boston | MA | 12/2022 | 07/2025 |
| J.P. Morgan Securities Llc | Mineola | NY | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Mineola | NY | 07/2025 | Present |
| Strategic Advisers Llc | New York | NY | 03/2025 | 07/2025 |
| Fidelity Personal And Workplace Advisors | New York | NY | 01/2023 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-22 |
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