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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-21 |
| NE | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED | 2025-12-17 |
Branch Locations
18204 Evans St, Elkhorn, NE 68022 • United States
17340 W Center Rd, Omaha, NE 68130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Elkhorn | NE | 12/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Elkhorn | NE | 12/2025 | Present |
| Wells Fargo Bank | Omaha | NE | 05/2005 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-27 |
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