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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Winnetka | IL | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Winnetka | IL | 07/2026 | Present |
| Unemployed | Potomac | MD | 05/2026 | 07/2026 |
| Kelley School Of Business | Bloomington | IN | 08/2025 | 05/2026 |
| J.P. Morgan Private Bank | Chicago | IL | 06/2025 | 08/2025 |
| Unemployed | Potomac | MD | 09/2024 | 06/2025 |
| Rockefeller Capital Management | Bethesda | MD | 05/2024 | 08/2024 |
| Unemployed | Potomac | MD | 09/2023 | 07/2024 |
| Medconnect180 | Potomac | MD | 05/2023 | 08/2023 |
| Unemployed | Potomac | MD | 09/2022 | 04/2023 |
| Jake Schuman | Potomac | MD | 05/2022 | 08/2022 |
| Harris Teeter, Llc. | Potomac | MD | 04/2022 | 05/2022 |
| Unemployed | Potomac | MD | 09/2021 | 03/2022 |
| Montgomery County Recreation | Potomac | MD | 06/2021 | 08/2021 |
| Bender Jcc Of Greater Washington | Potomac | MD | 06/2021 | 06/2021 |
| Unemployed | Potomac | MD | 09/2019 | 05/2021 |
| Valley Mill Camp | Darnestown | MD | 06/2019 | 08/2019 |
| Unemployed | Potomac | MD | 07/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
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