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.

Current firm

J.P. MORGAN SECURITIES LLC

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 18, 2022

First registration

Oct 22, 2021

Dual registered

yes, broker-dealer

Other names

Diane Bernardo Generoso|DIANE GENEROSO BIENKE

IAPD individual key

7457804

• Occurred

  Mar 28, 2022
  Advisor changed firm

  Diane Bienke left Wells Fargo Advisors for J.P. Morgan Private Wealth Advisors Llc (registered 2022-04-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e6549694-3633-73a4-c909-e60ab8a928e8

First observed

Oct 22, 2021

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.