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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-23 |
| TX | RA | APPROVED_RES | 2020-02-18 |
| IL | RA | APPROVED | 2020-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 08/2015 | 11/2016 |
| Fiduciary Financial Partners | Naperville | IL | 11/2016 | 03/2017 |
| Leumi Investment Services Inc. | Chicago | IL | 06/2017 | 08/2018 |
| Pnc Investments | Chicago | IL | 11/2018 | 12/2019 |
| J.P. Morgan Securities Llc | Chicago | IL | 11/2013 | 11/2016 |
| Unemployed | Park Ridge | IL | 08/2018 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 12/2019 | 05/2021 |
| Jp Morgan Securities Llc | Chicago | IL | 12/2019 | 05/2021 |
| Fiduciary Financial Partners Llc | Chicago | IL | 01/2017 | 04/2017 |
| Jpmorgan Chase Bank, N.A. | Delray Beach | FL | 05/2021 | Present |
| J.P. Morgan Securities Llc | Delray Beach | FL | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-10 |
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