DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at J.P. MORGAN SECURITIES LLC
Summit, NJ
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 1, 2021 | n/a | yes | Summit, NJ | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 9, 2018 | May 26, 2021 | no | PRINCETON, NJ|HADDON TOWNSHIP, NJ|MARLTON, NJ|PRINCETON, NJ | Previous registration |
| TD PRIVATE CLIENT WEALTH LLC | Bd affiliated wealth | May 25, 2016 | Jan 9, 2018 | no | Haddon Township, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | J.P. MORGAN SECURITIES LLC | May 26, 2021 | Jun 1, 2021 | 6 | Firm change | Wirehouse to wirehouse |
| TD PRIVATE CLIENT WEALTH LLC | WELLS FARGO ADVISORS | Jan 9, 2018 | Jan 9, 2018 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:79:NJ:2021-05-26 | May 26, 2021 | Jun 1, 2021 | PRINCETON, NJ | Firm change |