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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-08-29 |
Branch Locations
500 Stanton Christiana Rd, Newark, DE 19713 • United States
Middletown, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Wilmington | DE | 05/2012 | 11/2016 |
| Wells Fargo Bank Na | Wilmington | DE | 09/2010 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Wilmington | DE | 11/2016 | 09/2022 |
| Jpmorgan Chase Bank Na | Newark | DE | 11/2022 | Present |
| Jpmorgan Securities Llc | Newark | DE | 11/2022 | Present |
| Unemployed | Middletown | DE | 10/2022 | 10/2022 |
| Jennifer A Olive Estate | Middletown | DE | 08/2024 | Present |
Entity Name: Jennifer A Olive Estate Investment related: No Address: Private Residence Nature of the other business: Executor of Estate Position/Title/Relationship: Employee/Contractor Start Date: 08/16/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Executor of estate. Sole purpose of the entity is to resolve affairs in a timely fashion.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-01 |
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