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Advisor at J.P. MORGAN SECURITIES LLC
LODI, 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 | Aug 8, 2025 | n/a | yes | LODI, CA | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Nov 21, 2024 | Aug 4, 2025 | no | STOCKTON, CA|STOCKTON, CA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 3, 2016 | Nov 16, 2024 | no | MENLO PARK, CA|WALNUT CREEK, CA|LIVERMORE, CA|PLEASANTON, CA|DUBLIN, CA|Sacramento, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | J.P. MORGAN SECURITIES LLC | Aug 4, 2025 | Aug 8, 2025 | 4 | Firm change | Ibd to wirehouse |
| J.P. MORGAN SECURITIES LLC | PNC WEALTH MANAGEMENT | Nov 16, 2024 | Nov 21, 2024 | 5 | Firm change | Wirehouse to ibd |