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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Upper Darby | PA | 12/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Upper Darby | PA | 12/2025 | Present |
| Unemployed | Paoli | PA | 08/2025 | 11/2025 |
| Wells Fargo Clearing Services, Llc | King Of Prussia | PA | 07/2018 | 07/2025 |
| Wells Fargo Bank, N.A. | King Of Prussia | PA | 11/2017 | 07/2025 |
| Unemployed | Paoli | PA | 02/2017 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conshohocken | PA | 01/2016 | 01/2017 |
| Bank Of America | Conshohocken | PA | 01/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 2013-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-06 |
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