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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-16 |
| TX | RA | APPROVED_RES | 2020-10-16 |
Branch Locations
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 06/2009 | 10/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 10/2020 |
| Jpmorgan Securities Llc | Philadelphia | PA | 10/2020 | Present |
| Jpmorgan Securities Llc | Philadelphia | PA | 10/2020 | Present |
Effective 10/16/2020 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 | 2007-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-26 |
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