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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-26 |
| TX | RA | APPROVED_RES | 2025-03-25 |
Branch Locations
12459 Hagen Ranch Rd, Boynton Beach, FL 33437 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na/Wells Fargo Advisors Llc | Jupiter | FL | 08/2012 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Jupiter | FL | 08/2012 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 08/2017 | 09/2022 |
| Bank Of America, N.A. | Stuart | FL | 08/2017 | 09/2022 |
| Truist Advisory Services, Inc. | Lantana | FL | 09/2022 | 03/2025 |
| Truist Investment Services, Inc. | Lantana | FL | 09/2022 | 03/2025 |
| Nate Lowe Music | Boynton Beach | FL | 03/2020 | Present |
| J.P. Morgan Securities Llc | Boca Raton | FL | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 03/2025 | Present |
| Truist Investment Services, Inc. | Lantana | FL | 09/2022 | 03/2025 |
Entity Name: Nate Lowe Music Investment related: No Address: Private Residence Nature of the other business: Entertainment Position/Title/Relationship: Owner/Partner Start Date: 03/27/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Live music performance, piano, guitar, vocals, for small events. This external role is not similar to my firm role and there is no connection to JPM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-09 |
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