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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
6140 South Lewis, Tulsa, OK 74136 • United States
429 W 71St St, Tulsa, OK 74132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tulsa | OK | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Tulsa | OK | 07/2026 | Present |
| Kpw Vending Llc | Tulsa | OK | 04/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 04/2025 | 07/2026 |
| Bank Of America | Tulsa | OK | 04/2025 | 07/2026 |
| J.P. Morgan Securities Llc | Tulsa | OK | 10/2022 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Tulsa | OK | 08/2021 | 04/2025 |
| Black Bear | Owasso | OK | 03/2019 | 05/2022 |
| Unemployed | Owasso | OK | 01/2019 | 02/2019 |
| Casey's General Store | Owasso | OK | 09/2018 | 12/2018 |
| Unemployed | Owasso | OK | 02/2017 | 08/2018 |
| Ihop | Owasso | OK | 02/2015 | 02/2017 |
Entity Name: KPW Vending LLC Investment related: No Address: Private Residence Nature of the other business: Holding Company Position/Title/Relationship: Owner/Partner Start Date: 04/10/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: In April 2024, my business partners and I formed KPW Vending LLC as a holding company with the initial intent of acquiring an HVAC business. I am listed as a General Partner/Managing Member with a financial interest. The potential HVAC acquisition did not proceed past due diligence. As a result, the LLC has generated zero revenue, conducted no operations, and has remained inactive from a business standpoint since its formation. Nothing to interfere. "
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-10 |
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