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10515 Meeting Street Suite 101, Prospect, KY 40059 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-04 |
| TX | RA | APPROVED | 2024-03-15 |
| KY | RA | APPROVED | 2022-01-21 |
Branch Locations
10515 Meeting Street Suite 101, Prospect, KY 40059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Louisville | KY | 07/2010 | 10/2018 |
| Jp Morgan Securities, Llc | Louisville | KY | 11/2018 | Present |
| Jp Morgan Chase Bank | Louisville | KY | 11/2015 | 10/2018 |
| Jp Morgan Chase Bank, N.A. | Louisville | KY | 11/2018 | 11/2021 |
| Blvd Private Wealth | Prospect | KY | 11/2021 | Present |
| Blvd Private Wealth, Llc | Prospect | KY | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-05 |
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