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Colby Doray Moneta

J.P. Morgan Securities LLC

Villanova, PA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-10-22
PA RA APPROVED 2019-01-18
  • TX RA
    APPROVED_RES
    Since 2019-10-22
  • PA RA
    APPROVED
    Since 2019-01-18

Branch Locations

795 E Lancaster Ave, Villanova, PA 19085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Newtown PA 06/2014 04/2017
Pnc Bank Newtown PA 06/2014 04/2017
Td Ameritrade, Inc Radnor PA 04/2017 01/2019
Jp Morgan Securities, Llc Villanova PA 01/2019 Present
Jp Morgan Chase Bank, N.A. Villanova PA 01/2019 Present
Td Ameritrade Investment Management, Llc Radnor PA 05/2017 01/2019
  • 06/2014 → 04/2017
    Pnc Investments
    Newtown, PA
  • 06/2014 → 04/2017
    Pnc Bank
    Newtown, PA
  • 04/2017 → 01/2019
    Td Ameritrade, Inc
    Radnor, PA
  • 01/2019 → Present
    Jp Morgan Securities, Llc
    Villanova, PA
  • 01/2019 → Present
    Jp Morgan Chase Bank, N.A.
    Villanova, PA
  • 05/2017 → 01/2019
    Td Ameritrade Investment Management, Llc
    Radnor, PA
Previous Registrations
  • 2017-05-04 → 2019-02-01
    Td Ameritrade, Inc.
    Marlton, NJ
    Radnor, PA
    Radnor, PA
  • 2017-05-04 → 2019-02-01
    Td Ameritrade Investment Management, Llc
    Marlton, NJ
    Radnor, PA
  • 2014-09-12 → 2017-04-28
    Pnc Wealth Management Llc
    Yardley, PA
    Mount Holly, NJ
    Newtown, PA
    Philadelphia, PA
    Chalfont, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-12
  • S66 Uniform Combined State Law Examination
    2014-09-12
Other Names
  • Colby Burns
  • Colby Doray Burns
  • Colby D Burns

View on SEC IAPD

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Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
STRATEGIC ADVISERS LLC · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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