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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Eugene | OR | 12/2021 | 02/2024 |
| Jpmorgan Chase Bank, N.A. | Eugene | OR | 12/2021 | 02/2024 |
| Wells Fargo Bank, N.A. | Eugene | OR | 10/2017 | 01/2021 |
| Wells Fargo Bank, N.A. | Roseburg | OR | 01/2021 | 12/2021 |
| Unemployed | Cottage Grove | OR | 05/2016 | 10/2017 |
| Wells Fargo Clearing Services Llc | Eugene | OR | 01/2018 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Eugene | OR | 02/2024 | Present |
| J.P. Morgan Securities Llc | Eugene | OR | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-10 |
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