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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Timonium | MD | 02/2018 | 05/2021 |
| Wells Fargo Bank, N.A. | Timonium | MD | 09/2015 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Timonium | MD | 10/2021 | 08/2022 |
| First National Bank Of Pennsylvania | Nottingham | MD | 08/2022 | 06/2023 |
| Jpmorgan Chase Bank, N.A. | Towson | MD | 08/2023 | Present |
| J.P. Morgan Securities Llc | Towson | MD | 08/2023 | Present |
| Unemployed | Joppa | MD | 07/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-14 |
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