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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
21331 S Tamiami Trl, Estero, FL 33928 • United States
12851 Bonita Beach Rd Se , Bonita Springs, FL 34135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Estero | FL | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Estero | FL | 03/2026 | Present |
| Bank Of America | Bonita Springs | FL | 10/2022 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bonita Springs | FL | 10/2022 | 03/2026 |
| Unemployed | Estero | FL | 05/2022 | 10/2022 |
| Cedarville Unv | Cedarville | OH | 01/2019 | 05/2022 |
| Menard Inc | Fairborn | OH | 04/2021 | 08/2021 |
| Unemployed | Cedarville | OH | 03/2016 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-28 |
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