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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-27 |
Branch Locations
7430 West State Street, Wauwatosa, WI 53213 • United States
14900 West Capitol Drive, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Milwaukee | WI | 04/2016 | 04/2022 |
| Jpmorgan Chase Bank, N.A. | New Berlin | WI | 05/2022 | 08/2022 |
| Jpmorgan Chase Bank, N.A. | Brookfield | WI | 09/2022 | Present |
| J.P. Morgan Securities, Llc. | Brookfield | WI | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-06 |
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