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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-23 |
| NY | RA | APPROVED | 2021-09-22 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New York | NY | 06/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 09/2021 |
| J.P. Morgan Securities Llc | New York | NY | 09/2021 | Present |
| J.P. Morgan Chase Bank N.A. | New York | NY | 09/2021 | Present |
Effective 9/22/2021 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-11 |
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