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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-29 |
| CO | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Longmont | CO | 12/2011 | 07/2025 |
| Wells Fargo Advisors Llc | Longmont | CO | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Longmont | CO | 02/2014 | 07/2025 |
| J.P. Morgan Securities Llc | Erie | CO | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Erie | CO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-13 |
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