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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2025-10-08 |
| MO | RA | APPROVED | 2025-09-12 |
Branch Locations
15811 Metclaf Ave, Overland Park, KS 66223 • United States
1210 W 135Th Ter, Kansas City, MO 64145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Overland Park | KS | 03/2022 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Overland Park | KS | 03/2022 | 03/2025 |
| Bank Of America | Belton | MO | 04/2016 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 03/2025 | Present |
| Bank Of America, N.A. | Kansas City | MO | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-12 |
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