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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2025-06-04 |
Branch Locations
15501 Mcgregor Blvd, Fort Myers, FL 33908 • United States
2441 Palm Ridge Rd, Sanibel, FL 33957 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Antonio | TX | 07/2023 | 05/2026 |
| Morgan Stanley | Fort Myers | FL | 06/2022 | 07/2022 |
| H&R Block | Fort Myers | FL | 02/2021 | 04/2021 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2019 | 12/2022 |
| Meijer Stores | Indianapolis | IN | 06/2020 | 09/2022 |
| Fm Hotel Company Lp | Fort Myers | FL | 08/2021 | 05/2023 |
| Under Armour | Fort Myers | FL | 09/2020 | 12/2020 |
| Advantage Resourcing | Indianapolis | IN | 05/2020 | 05/2020 |
| Unemployed | Indianapolis | IN | 07/2013 | 07/2019 |
| Unemployed | San Antonio | TX | 06/2023 | 06/2023 |
| Cracker Barrel | Indianapolis | IN | 02/2018 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 07/2023 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Fort Myers | FL | 05/2026 | Present |
| J.P. Morgan Securities Llc | Fort Myers | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-20 |
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