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Advisor at J.P. MORGAN SECURITIES LLC
Irvine, CA
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 | Oct 24, 2019 | n/a | yes | Irvine, CA | Current employment |
| SHARIAPORTFOLIO, INC. | Asset manager | Jun 29, 2018 | Mar 12, 2019 | no | Powell, OH|LAKE MARY, FL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jul 6, 2017 | May 23, 2018 | no | COLUMBUS, OH|WESTERVILLE, OH | Previous registration |
| LEGEND ADVISORY, LLC | Former SEC adviser | Jan 12, 2016 | Mar 31, 2016 | no | Columbus, OH|PALM BEACH GARDENS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SHARIAPORTFOLIO, INC. | J.P. MORGAN SECURITIES LLC | Mar 12, 2019 | Oct 24, 2019 | 226 | Firm change | RIA to wirehouse |
| J.P. MORGAN SECURITIES LLC | SHARIAPORTFOLIO, INC. | May 23, 2018 | Jun 29, 2018 | 37 | Firm change | Wirehouse to RIA |
| LEGEND ADVISORY, LLC | J.P. MORGAN SECURITIES LLC | Mar 31, 2016 | Jul 6, 2017 | 462 | Firm change after gap | Other |