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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-09 |
| WI | RA | APPROVED | 2021-07-29 |
Branch Locations
22 E. Mifflin Street, Madison, WI 53703 • United States
2251 W Broadway, Monona, WI 53713 • United States
3052 Cahill Main, Fitchburg, WI 53711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Madison | WI | 08/2015 | Present |
| J.P. Morgan Securities Llc | Madison | WI | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-06 |
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