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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
10 S Dearborn St, Floor 11, Chicago, IL 60603-2300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 03/2026 | Present |
| Unemployed | Charlotte | NC | 01/2026 | 02/2026 |
| Tristate Financial Advisors | Charlotte | NC | 08/2024 | 12/2025 |
| Unemployed | Winston-Salem | NC | 08/2023 | 07/2024 |
| Christie's International Real Estate - @Properties | Chicago | IL | 06/2023 | 08/2023 |
| Unemployed | Chicago | IL | 12/2022 | 05/2023 |
| Wake Forest University | Winston-Salem | NC | 10/2022 | 11/2022 |
| Unemployed | Chicago | IL | 09/2020 | 09/2022 |
| Lakeshore Athletic Club | Chicago | IL | 06/2020 | 08/2020 |
| Unemployed | Chicago | IL | 09/2019 | 05/2020 |
| Lakeshore Athletic Club | Chicago | IL | 06/2019 | 08/2019 |
| Unemployed | Chicago | IL | 03/2016 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-20 |
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