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Advisor at J.P. MORGAN SECURITIES LLC
San Diego, CA
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 | Mar 20, 2026 | n/a | yes | San Diego, CA | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Dec 23, 2021 | Feb 18, 2026 | no | Saint Paul, MN|San Diego, CA|Sioux Falls, SD|San Diego, CA|SPOKANE, WA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 7, 2018 | Apr 30, 2021 | no | Lone Tree, CO|Austin, TX|San Diego, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. BANCORP INVESTMENTS, INC. | J.P. MORGAN SECURITIES LLC | Feb 18, 2026 | Mar 20, 2026 | 30 | Firm change | Ibd to wirehouse |
| CHARLES SCHWAB & CO., INC. | U.S. BANCORP INVESTMENTS, INC. | Apr 30, 2021 | Dec 23, 2021 | 237 | Firm change | Ibd to ibd |