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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Funds Distributor, Llc | Boston | MA | 10/2013 | 11/2017 |
| Wells Fargo Clearing Services Llc | Boston | MA | 11/2017 | 02/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 02/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 02/2023 | Present |
Effective 2/21/2023 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-30 |
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