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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-13 |
| ID | RA | APPROVED | 2022-02-01 |
| WY | RA | APPROVED | 2022-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Portfolio Advisors Llc | Jackson | WY | 08/2010 | 12/2017 |
| Town Of Jackson, Wyoming | Jackson | WY | 02/2014 | 10/2023 |
| Saxony Capital Management | St. Louis | MO | 11/2018 | 12/2021 |
| Saxony Securities, Inc | Saint Louis | MO | 02/2021 | 12/2021 |
| J.P. Morgan Securities Llc | Jackson | WY | 01/2022 | Present |
| Jp Morgan Chase Bank, N.A. | Jackson | WY | 01/2022 | Present |
| Saxony Securities, Inc | Saint Louis | MO | 05/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2010-12-17 |
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