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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Jacksonville | FL | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 10/2025 | Present |
| Professional Concessions Inc | West Palm Beach | FL | 02/2016 | 12/2025 |
| Fidelity Investments | Jacksonville | FL | 04/2021 | 10/2025 |
| Intercontinental Capital Group | Jacksonville | FL | 10/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2017 | 07/2020 |
| Bank Of America | Jacksonville | FL | 12/2017 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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