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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
2404 East Oakland Ave., Bloomington, IL 61701 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bloomington | IL | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Bloomington | IL | 08/2026 | Present |
| Unemployed | Chicago | IL | 06/2026 | 07/2026 |
| Fisher Investments | Camas | WA | 07/2025 | 05/2026 |
| Northern Trust | Chicago | IL | 10/2022 | 07/2025 |
| M1 Finance | Chicago | IL | 10/2021 | 09/2022 |
| Unemployed | New York | NY | 08/2021 | 09/2021 |
| Test Equipment Connection | Lake Mary | FL | 05/2020 | 07/2021 |
| Unemployed | New York | NY | 09/2017 | 04/2020 |
| Ubs | Northbrook | IL | 06/2017 | 08/2017 |
| Unemployed | Annandale-On-Hudson | NY | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-31 |
| S66 | Uniform Combined State Law Examination | 2023-01-18 |
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