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Advisor at J.P. MORGAN SECURITIES LLC
Atlanta, GA
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 16, 2025 | n/a | yes | Atlanta, GA | Current employment |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Apr 1, 2025 | May 27, 2025 | no | Alpharetta, GA | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jan 28, 2022 | Feb 29, 2024 | no | ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | J.P. MORGAN SECURITIES LLC | May 27, 2025 | Jul 16, 2025 | 50 | Firm change | Ibd to wirehouse |
| PARK AVENUE SECURITIES LLC | AE WEALTH MANAGEMENT, LLC | Feb 29, 2024 | Apr 1, 2025 | 397 | Firm change | Ibd to ibd |