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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| AZ | RA | APPROVED | 2020-09-10 |
Branch Locations
21362 S Ellsworth Loop Rd, Queen Creek, AZ 85142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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. "
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-07 |
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