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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 08/2022 | 04/2023 |
| Wells Fargo Na | Birmingham | AL | 06/2020 | 03/2023 |
| Boy Scouts Of America Greater Alabama Council | Birmingham | AL | 06/2011 | 05/2020 |
| Jpmorgan Chase Bank (La) | Birmingham | AL | 04/2023 | Present |
| J.P. Morgan Securities Llc | Birmingham | AL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-05 |
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