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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED_RES | 2026-07-14 |
Branch Locations
1450 Brickell Ave, Miami, FL 33131 • United States
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Miami | FL | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 03/2026 | Present |
| Polen Capital/Foreside Funds | Boca Raton | FL | 09/2020 | 03/2026 |
| T Rowe Price | Baltimore | MD | 07/2016 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-09 |
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