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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-07 |
Branch Locations
30 S Wacker Dr Fl 40 [Wi-Rbo], Chicago, IL 60606 • United States
125 S Wacker Dr, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Chicago | IL | 11/2017 | 10/2018 |
| Jpmorgan Chase Bank | Chicago | IL | 05/2015 | 11/2017 |
| Jpmorgan Chase Bank, Na | Chicago | IL | 10/2018 | 03/2023 |
| Unemployed | Chicago | IL | 04/2023 | 05/2023 |
| Citigroup | Chicago | IL | 06/2023 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 01/2025 | Present |
| Wells Fargo Bank, Na | Chicago | IL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-01 |
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