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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Arlington | VA | 08/2019 | 02/2024 |
| J.P. Morgan Securities Llc | Arlington | VA | 08/2019 | 02/2024 |
| Bank Of America | Springfield | VA | 03/2018 | 08/2019 |
| Wells Fargo Bank, N.A. | Richmond | VA | 02/2013 | 03/2018 |
| Wells Fargo Bank, Na | Mclean | VA | 03/2024 | 07/2024 |
| J.P. Morgan Securities Llc | Washington | DC | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-16 |
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