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Advisor at PRIVATE CLIENT SERVICES, LLC
LOUISVILLE, KY | MYRTLE BEACH, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | Bd affiliated wealth | Aug 8, 2025 | n/a | yes | MYRTLE BEACH, SC|LOUISVILLE, KY | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 27, 2017 | Dec 31, 2021 | no | Chatsworth, CA|CHATSWORTH, CA|OLYMPIA, WA|Myrtle Beach, SC | Previous registration |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Former SEC adviser | Dec 11, 2013 | Nov 10, 2017 | no | El Segundo, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | PRIVATE CLIENT SERVICES, LLC | Dec 31, 2021 | Aug 8, 2025 | 1,316 | Firm change after gap | Wirehouse to ibd |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | J.P. MORGAN SECURITIES LLC | Nov 10, 2017 | Nov 27, 2017 | 17 | Firm change | Other |