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Reading the graph
Advisor at J.P. MORGAN SECURITIES LLC
Plano, TX
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 | Jun 18, 2026 | n/a | yes | Plano, TX | Current employment |
| FISHER INVESTMENTS | Independent wealth | Dec 18, 2024 | Feb 18, 2026 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | J.P. MORGAN SECURITIES LLC | Feb 18, 2026 | Jun 18, 2026 | 120 | Firm change | RIA to wirehouse |