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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-24
AZ RA APPROVED 2020-09-10
  • TX RA
    APPROVED_RES
    Since 2022-05-24
  • AZ RA
    APPROVED
    Since 2020-09-10

Branch Locations

21362 S Ellsworth Loop Rd, Queen Creek, AZ 85142 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Gilbert AZ 12/2013 03/2018
Lpl Financial, Llc Gilbert AZ 03/2018 08/2020
Jp Morgan Chase Bank, N.A. Gilbert AZ 08/2020 Present
J.P. Morgan Securities, Llc Gilbert AZ 08/2020 Present
Dynamic Wealth Strategies, Llc Gilbert AZ 03/2018 08/2020
W And A Properties, Llc Gilbert AZ 04/2007 04/2022
W And A Properties, Llc Creek AZ 01/2007 Present
  • 12/2013 → 03/2018
    Gilbert, AZ
  • 03/2018 → 08/2020
    Gilbert, AZ
  • 08/2020 → Present
    Jp Morgan Chase Bank, N.A.
    Gilbert, AZ
  • 08/2020 → Present
    Gilbert, AZ
  • 03/2018 → 08/2020
    Dynamic Wealth Strategies, Llc
    Gilbert, AZ
  • 04/2007 → 04/2022
    W And A Properties, Llc
    Gilbert, AZ
  • 01/2007 → Present
    W And A Properties, Llc
    Creek, AZ
Previous Registrations
  • 2018-03-27 → 2020-08-26
    Queen Creek, AZ
    Gilbert, AZ
    Cypress, TX
  • 2014-03-04 → 2018-03-06
    St Louis, MO
    Gilbert, AZ
    Gilbert, AZ
Other Businesses

Entity Name: W and A Properties, LLC Investment related: No "Address: 17867 E Appaloosa Dr Queen Creek, AZ 85142" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2007 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I am a partner in an LLC set up for real estate holding. The company currently has no assets, no employees, no payroll, no income and no bank accounts. The company does not conduct any business that is in any way similar to services that JP Morgan Chase, NA does. "

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-07
  • S66 Uniform Combined State Law Examination
    2014-02-07
Other Names
  • William Monaccio
  • William Anthony Monaccio
  • Bill Monaccio

View on SEC IAPD

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