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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-11 |
| TX | RA | APPROVED | 2023-10-10 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | West Palm Beach | FL | 08/2013 | 11/2016 |
| Wells Fargo Bank Na | West Palm Beach | FL | 03/2013 | 10/2017 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 11/2016 | 09/2023 |
| J.P. Morgan Securities Llc | West Palm Beach | FL | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | West Palm Beach | FL | 09/2023 | Present |
Effective 9/5/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. QLMC LOGISTICS, LLC; NOT INVESTMENT RELATED; WEST PALM BEACH,FL; 100% OWNERSHIP WITH SPOUSE; START 3/19/2020; 10 HOURS PER MONTH; ZERO HOURS DURING TRADING; DELIVERING DRY GOODS. AM ARTS, LLC; NOT INVESTMENT RELATED; WEST PALM BEACH,FL; 40% OWNERSHIP; START 7/24/2020, 10 HOURS PER MONTH; ZERO HOURS DURING TRADING; PROCURE SUPPLIES AND CUSTOMERS. URVIN GROUP; NOT INVESTMENT RELATED; WEST PALM BEACH,FL; 5% OWNERSHIP; START 4/9/2021; 4 HOURS PER MONTH; ZERO HOURS DURING TRADING; CRAFT SELLING BUSINESS. THE BLUE SAKI GROUP LLC, INV RELATED, RANDALLSTOWN, MD, 100% OWNERSHIP WITH SPOUSE, START 1/12/2022, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL REAL ESTATE. ARROWHEAD GROUP LLC, INV RELATED, RANDALLSTOWN, MD, 30% OWNERSHIP WITH SPOUSE, START 2/9/2022, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-13 |
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