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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| CA | RA | APPROVED | 2023-01-03 |
Branch Locations
14810 Hwy 4 #D, Discovery Bay, CA 94505 • United States
3100 Balfour Road, Brentwood, CA 94513 • United States
978 Laurel Rd, Oakley, CA 94561 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Discovery Bay | CA | 02/2013 | Present |
| Jpmorgan Chase Bank, N.A. | Discovery Bay | CA | 01/2013 | 01/2018 |
| Jpmorgan Chase Bank, N.A. | Discovery Bay | CA | 01/2018 | 12/2022 |
| Jpmorgan Chase Bank, N.A. | Discovery Bay | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-07 |
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