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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2026 | Present |
| J.P. Morgan Securities Llc | New York | NY | 07/2026 | Present |
| U.S. Bancorp Advisors, Llc | Nashville | TN | 02/2026 | 06/2026 |
| U.S. Bank | Nashville | TN | 10/2025 | 06/2026 |
| U.S. Bancorp Investments, Inc. | Nashville | TN | 10/2025 | 02/2026 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 01/2019 | 10/2025 |
| Wells Fargo Bank, N.A.. | Nashville | TN | 06/2016 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-13 |
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