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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-23 |
| TX | RA | APPROVED | 2023-02-22 |
Branch Locations
2 N Tamiami Trl Floor 01, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Tampa | FL | 07/2019 | Present |
| Jp Morgan Chase Bank | Tampa | FL | 06/2018 | 08/2018 |
| Koss Olinger Financial Group | Gainesville | FL | 05/2017 | 12/2017 |
| University Of Florida | Gainesville | FL | 08/2015 | 05/2019 |
| Unemployed | Tampa | FL | 02/1997 | 05/2017 |
| Unemployed | Tampa | FL | 05/2019 | 06/2019 |
| Jpmorgan Chase Bank, N.A. | Tampa | FL | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-02 |
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