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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED | 2026-05-29 |
Branch Locations
1906 Route 70 W, Cherry Hill, NJ 08002 • United States
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cherry Hill | NJ | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Cherry Hill | NJ | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 08/2011 | 04/2026 |
| Bank Of America | Pennington | NJ | 08/2011 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-15 |
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