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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-12 |
| NY | RA | APPROVED | 2021-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Islip | NY | 04/2016 | 06/2017 |
| Jpmorgan Chase Bank | Islip | NY | 04/2016 | 06/2017 |
| Citigroup | Long Island City | NY | 07/2017 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Smithtown | NY | 07/2021 | Present |
| Bank Of America, N.A. | Smithtown | NY | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-28 |
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