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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-17 |
| FL | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
5565 N Us Highway 41, Apollo Beach, FL 33572 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Sarasota | FL | 09/2014 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Sarasota | FL | 09/2014 | 11/2018 |
| Uber | Bradenton | FL | 06/2015 | 03/2017 |
| Wells Fargo Bank, Na | Sarasota | FL | 11/2018 | 02/2020 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2018 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradenton | FL | 02/2020 | 09/2024 |
| Bank Of America, N.A. | Bradenton | FL | 02/2020 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Riverview | FL | 09/2024 | Present |
| J.P. Morgan Securities Llc | Riverview | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-11 |
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