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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
| CA | RA | APPROVED | 2025-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities, Llc | Mukilteo | WA | 12/2013 | 07/2019 |
| Jpmorgan Chase Bank | Mukilteo | WA | 06/2013 | 07/2019 |
| Truist Investment Services, Inc | Atlanta | GA | 08/2019 | 11/2021 |
| Truist Bank/Suntrust Bank | Collierville | TN | 08/2019 | 11/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 01/2020 | 11/2021 |
| Jpmorgan Chase Bank, N.A. | Coronado | CA | 12/2021 | Present |
| J.P. Morgan Securities, Llc | Coronado | CA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-19 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-13 |
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