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Advisor at J.P. MORGAN SECURITIES LLC
WILMETTE, IL
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 23, 2022 | n/a | yes | WILMETTE, IL | Current employment |
| PRIMERICA ADVISORS | National bd RIA | Mar 13, 2019 | Sep 9, 2022 | no | SKOKIE, IL | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Aug 24, 2018 | Dec 31, 2018 | no | SKOKIE, IL | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 23, 2014 | Sep 1, 2016 | no | Chicago, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | J.P. MORGAN SECURITIES LLC | Sep 9, 2022 | Sep 23, 2022 | 14 | Firm change | Ibd to wirehouse |
| MORGAN STANLEY | PRIMERICA ADVISORS | Sep 1, 2016 | Aug 24, 2018 | 722 | Firm change after gap | Wirehouse to ibd |