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Advisor at J.P. MORGAN SECURITIES LLC
Houston, 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 | Jul 7, 2026 | n/a | yes | Houston, TX | Current employment |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Jun 17, 2024 | Jun 23, 2026 | no | PLYMOUTH, MN|THE WOODLANDS, TX | Previous registration |
| STARFOX FINANCIAL SERVICES, LLC | Former SEC adviser | Sep 29, 2020 | Jul 1, 2024 | no | THE WOODLANDS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | J.P. MORGAN SECURITIES LLC | Jun 23, 2026 | Jul 7, 2026 | 14 | Firm change | Ibd to wirehouse |
| STARFOX FINANCIAL SERVICES, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Jul 1, 2024 | Jun 17, 2024 | -14 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 142758:116407:TX:2024-07-01 | Jul 1, 2024 | Jun 17, 2024 | THE WOODLANDS, TX | Firm change |