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Advisor at J.P. MORGAN SECURITIES LLC
NEW YORK, NY
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 | Jan 20, 2023 | n/a | yes | NEW YORK, NY | Current employment |
| PRIMERICA ADVISORS | National bd RIA | May 28, 2020 | Jul 19, 2022 | no | CHALFONT, PA | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | May 24, 2018 | Nov 14, 2018 | no | CHALFONT, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 6, 2006 | Mar 18, 2016 | no | PENNINGTON, NJ|DOYLESTOWN, PA|PENNINGTON, NJ|NEW YORK, NY|PENNINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | J.P. MORGAN SECURITIES LLC | Jul 19, 2022 | Jan 20, 2023 | 185 | Firm change | Ibd to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PRIMERICA ADVISORS | Mar 18, 2016 | May 24, 2018 | 797 | Firm change after gap | Wirehouse to ibd |