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Advisor at J.P. MORGAN SECURITIES LLC
New York, NY | Miami, 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 | Sep 11, 2026 | n/a | yes | Miami, FL|New York, NY | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Nov 14, 2025 | Sep 10, 2026 | no | CORAL GABLES, FL|EL SEGUNDO, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 24, 2013 | Nov 18, 2025 | no | ROLLING HILLS ESTATES, CA|LOS ANGELES, CA|LOS ANGELES, CA | Previous registration |
| WADDELL & REED | Former SEC adviser | Feb 28, 2013 | Jul 12, 2013 | no | IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | J.P. MORGAN SECURITIES LLC | Sep 10, 2026 | Sep 11, 2026 | 1 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Nov 18, 2025 | Nov 14, 2025 | -4 | Firm change | Wirehouse to wirehouse |
| WADDELL & REED | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 12, 2013 | Jul 24, 2013 | 12 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:79:CA:2026-09-10 | Sep 10, 2026 | Sep 11, 2026 | EL SEGUNDO, CA | Firm change |
| 7691:19616:CA:2025-11-18 | Nov 18, 2025 | Nov 14, 2025 | LOS ANGELES, CA | Firm change |