DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at J.P. MORGAN SECURITIES LLC
Herndon, VA | Chantilly, VA | Sterling, VA
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 12, 2026 | n/a | yes | Chantilly, VA|Sterling, VA|Herndon, VA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 9, 2024 | Jan 7, 2026 | no | VIENNA, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 24, 2022 | Jan 30, 2024 | no | MCLEAN, VA|HERNDON, VA|MCLEAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Jan 7, 2026 | Jan 12, 2026 | 5 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 30, 2024 | Feb 9, 2024 | 10 | Firm change | Wirehouse to wirehouse |