Gregory Surat is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2025-08-28 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2025-01-02 | 2025-08-11 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-11-21 | 2024-01-10 | — |
| HARRISDIRECT LLC | 2014-04-02 | 2019-10-23 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2013-08-19 | 2014-04-04 | — |
| CHARLES SCHWAB & CO., INC. | 2008-04-28 | 2013-03-04 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-12-01 | 2008-04-17 | — |
| MORGAN STANLEY DW INC. | 2005-09-28 | 2006-05-24 | — |