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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc | Port Charlotte | FL | 06/2006 | 07/2023 |
| Suncoast Credit Union/Lpl Financial | North Port | FL | 08/2023 | 01/2025 |
| E & J Ventures Llc | Port Charlotte | FL | 01/2014 | 01/2017 |
| J.P. Morgan Securities Llc | Englewood | FL | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Englewood | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-25 |
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