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Advisor at J.P. MORGAN SECURITIES LLC
SARASOTA, FL
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 |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | Sep 8, 2026 | n/a | yes | SARASOTA, FL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 29, 2024 | n/a | yes | MIDDLEBURY, VT | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 29, 2024 | Sep 15, 2026 | no | MIDDLEBURY, VT|NEWPORT, VT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | J.P. MORGAN SECURITIES LLC | Sep 15, 2026 | Sep 8, 2026 | -7 | Firm change | Ibd to wirehouse |