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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-04 |
| TX | RA | APPROVED | 2024-06-04 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Francisco | CA | 10/2012 | 11/2020 |
| Forge Securities Llc | San Francisco | CA | 07/2021 | 03/2024 |
| Unemployed | San Francisco | CA | 12/2020 | 06/2021 |
| Jpmorgan Chase Bank Na | San Francisco | CA | 05/2024 | Present |
| Jpmorgan Securities Llc | San Francisco | CA | 05/2024 | Present |
| Jpmorgan Chase Bank Na | San Francisco | CA | 10/2012 | 11/2020 |
| Unemployed | San Francisco | CA | 04/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
| S66 | Uniform Combined State Law Examination | 2008-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-11 |
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