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.

Current firm

J.P. MORGAN SECURITIES LLC

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 20, 2021

First registration

Apr 20, 2022

Dual registered

yes, broker-dealer

Other names

Sam Tillotson|Samuel Tillotson|Samuel W Tillotson

IAPD individual key

7379339

• Occurred

  Aug 26, 2024
  Advisor changed firm

  Samuel W. Tillotson left M Holdings Securities, Inc. for J.P. Morgan Securities Llc (registered 2024-09-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:55d2088f-ea82-5d7e-7f18-b303a38896f7

First observed

Apr 20, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.