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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-22 |
Branch Locations
8181 Communications Pkwy, Bldg A, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Highland Park | IL | 03/2015 | 07/2017 |
| Jp Morgan Chase Bank | Evanston | IL | 08/2017 | 03/2020 |
| Jp Morgan Securities Llc | Evanston | IL | 08/2017 | 03/2020 |
| Skyline Window Coverings | Chicago | IL | 03/2017 | 07/2019 |
| Jp Morgan Securities Llc | Plano | TX | 03/2020 | Present |
| Jp Morgan Chase Bank | Plano | TX | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-18 |
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