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Advisor at J.P. MORGAN SECURITIES LLC
Richmond Heights, MO | Brentwood, MO
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 | Brentwood, MO|Richmond Heights, MO | Current employment |
| ARCHFORD CAPITAL STRATEGIES, LLC | Independent wealth | Apr 1, 2025 | Dec 5, 2025 | no | SWANSEA, IL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 31, 2021 | Mar 15, 2024 | no | KANSAS CITY, MO|NEW YORK, NY|BELTON, MO|CHESTERFIELD, MO|KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARCHFORD CAPITAL STRATEGIES, LLC | J.P. MORGAN SECURITIES LLC | Dec 5, 2025 | Jan 12, 2026 | 38 | Firm change | RIA to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ARCHFORD CAPITAL STRATEGIES, LLC | Mar 15, 2024 | Apr 1, 2025 | 382 | Firm change | Wirehouse to RIA |