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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-28 |
| IL | RA | APPROVED | 2022-01-06 |
Branch Locations
120 E Wesley St, Floors 2 & 3, Wheaton, IL 60187 • United States
10 S Dearborn St, Floor 12, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial | Geneva | IL | 01/2014 | 02/2018 |
| Commonwealth Financial Network | Geneva | IL | 02/2018 | 11/2021 |
| J.P. Morgan Securities Llc | Wheaton | IL | 11/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Wheaton | IL | 11/2021 | Present |
| Riverstone Wealth Partners | St Charles | IL | 12/2013 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-19 |
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