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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Murrells Inlet | SC | 04/2012 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Murrells Inlet | SC | 02/2017 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Myrtle Beach | SC | 07/2025 | Present |
| J.P. Morgan Securities Llc | Myrtle Beach | SC | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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