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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-31 |
| WA | RA | APPROVED | 2022-05-05 |
| FL | RA | APPROVED | 2019-06-06 |
| TX | RA | APPROVED | 2019-06-05 |
Branch Locations
17499 Tamiami Trl, North Port, FL 34287 • United States
24143 Peachland Blvd, Port Charlotte, FL 33954 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Radnor | PA | 03/2015 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 03/2015 | 05/2019 |
| Jp Morgan Chase Bank, N.A. | North Port | FL | 06/2019 | 06/2019 |
| Jp Morgan Securities, Llc | North Port | FL | 06/2019 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | Port Charlotte | FL | 01/2025 | Present |
| J.P. Morgan Securities Llc | Port Charlotte | FL | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-27 |
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