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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-19 |
| TX | RA | APPROVED | 2026-02-19 |
Branch Locations
10 S Dearborn St, Floor 11, Chicago, IL 60603-2300 • United States
370 S Cleveland Ave, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 02/2026 | Present |
| Demanddrive Llc | Chicago | IL | 04/2025 | 01/2026 |
| Strategic Advisers Llc | Evanston | IL | 03/2025 | 04/2025 |
| Fidelity Brokerage Services Llc | Evanston | IL | 07/2023 | 04/2025 |
| Fidelity Investments | Evanston | IL | 07/2023 | 04/2025 |
| Global Network Tech | Norwood | MA | 08/2015 | 01/2024 |
| Denison Unv | Granville | OH | 12/2021 | 05/2023 |
| Ll Bean | Dedham | MA | 11/2020 | 12/2020 |
| Dover Market | Dover | MA | 03/2016 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-21 |
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