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Advisor at J.P. MORGAN SECURITIES LLC
Boca Raton, 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 | Jan 28, 2026 | n/a | yes | Boca Raton, FL | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Oct 28, 2024 | Feb 3, 2026 | no | BOCA RATON, FL|BOYNTON BEACH, FL|BOCA RATON, FL|Coral Gables, FL|AVENTURA, FL|Aventura, FL|Miami, FL|HOLLYWOOD, FL|HALLANDALE, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 19, 2015 | Apr 15, 2024 | no | New York, NY|Miami, FL|Miami, FL|Miami, FL|Miami, FL|Miami, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | J.P. MORGAN SECURITIES LLC | Feb 3, 2026 | Jan 28, 2026 | -6 | Firm change | Ibd to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | PNC WEALTH MANAGEMENT | Apr 15, 2024 | Oct 28, 2024 | 196 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7059:129052:FL:2024-04-12 | Apr 15, 2024 | Oct 28, 2024 | MIAMI, FL | Firm change |