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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
6 Spencerport Road, Rochester, NY 14606 • United States
204 West First Street, Oswego, NY 13126 • United States
3917 Lake Avenue, Rochester, NY 14612 • United States
560 Monroe Ave., Rochester, NY 14607 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Rochester | NY | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Rochester | NY | 10/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-23 |
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