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Advisor at J.P. MORGAN SECURITIES LLC
New York, NY | PALM BEACH GARDENS, FL
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 | Apr 11, 2023 | n/a | yes | PALM BEACH GARDENS, FL|New York, NY | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Jan 6, 2023 | May 9, 2023 | no | New York, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 26, 2020 | Jan 9, 2023 | no | New York, NY|Miami, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN SECURITIES LLC | May 9, 2023 | Apr 11, 2023 | -28 | Channel change | Ibd to wirehouse |
| MORGAN STANLEY | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Jan 9, 2023 | Jan 6, 2023 | -3 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108559:79:NY:2023-05-09 | May 9, 2023 | Apr 11, 2023 | NEW YORK, NY | Firm change |
| 149777:108559:FL:2023-01-09 | Jan 9, 2023 | Jan 6, 2023 | MIAMI, FL | Firm change |