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200 Park Avenue, New York, NY 10166 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-13 |
| LA | RA | APPROVED | 2026-01-27 |
| FL | RA | APPROVED | 2026-01-08 |
| AZ | RA | APPROVED | 2026-01-02 |
| MA | RA | APPROVED | 2025-11-26 |
| ND | RA | APPROVED | 2025-11-06 |
| NE | RA | APPROVED | 2025-10-31 |
| NV | RA | APPROVED | 2025-10-30 |
| NM | RA | APPROVED | 2025-10-30 |
| WV | RA | APPROVED | 2025-10-30 |
| AL | RA | APPROVED | 2025-10-29 |
| AK | RA | APPROVED | 2025-10-29 |
| AR | RA | APPROVED | 2025-10-29 |
| CA | RA | APPROVED | 2025-10-29 |
| CO | RA | APPROVED | 2025-10-29 |
| DE | RA | APPROVED | 2025-10-29 |
| HI | RA | APPROVED | 2025-10-29 |
| ID | RA | APPROVED | 2025-10-29 |
| IL | RA | APPROVED | 2025-10-29 |
| IN | RA | APPROVED | 2025-10-29 |
| IA | RA | APPROVED | 2025-10-29 |
| KS | RA | APPROVED | 2025-10-29 |
| KY | RA | APPROVED | 2025-10-29 |
| ME | RA | APPROVED | 2025-10-29 |
| MD | RA | APPROVED | 2025-10-29 |
| MI | RA | APPROVED | 2025-10-29 |
| MN | RA | APPROVED | 2025-10-29 |
| MS | RA | APPROVED | 2025-10-29 |
| MO | RA | APPROVED | 2025-10-29 |
| MT | RA | APPROVED | 2025-10-29 |
| NH | RA | APPROVED | 2025-10-29 |
| NY | RA | APPROVED | 2025-10-29 |
| NC | RA | APPROVED | 2025-10-29 |
| OH | RA | APPROVED | 2025-10-29 |
| OK | RA | APPROVED | 2025-10-29 |
| OR | RA | APPROVED | 2025-10-29 |
| PR | RA | APPROVED | 2025-10-29 |
| RI | RA | APPROVED | 2025-10-29 |
| SC | RA | APPROVED | 2025-10-29 |
| SD | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
| UT | RA | APPROVED | 2025-10-29 |
| VT | RA | APPROVED | 2025-10-29 |
| VA | RA | APPROVED | 2025-10-29 |
| WI | RA | APPROVED | 2025-10-29 |
| WY | RA | APPROVED | 2025-10-29 |
| NJ | RA | APPROVED | 2021-09-02 |
| CT | RA | APPROVED | 2021-04-23 |
| WA | RA | APPROVED | 2021-04-23 |
| PA | RA | APPROVED | 2019-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Investment Management | New York | NY | 06/2005 | 12/2017 |
| J. P. Morgan Institutional Investments Inc. | New York | NY | 06/2005 | 12/2017 |
| Vicus Capital, Inc. | State College | PA | 01/2018 | 05/2018 |
| Pershing Llc | Downingtown | PA | 09/2019 | Present |
| Lockwood Advisors Inc. | Pennington | NJ | 09/2019 | 06/2023 |
| Palladiem, Llc | Wayne | PA | 07/2018 | 09/2019 |
| Bny Mellon Advisors, Inc. | Pennington | NJ | 06/2023 | Present |
F3 Entertainment; Downingtown, PA; Independent Contractor; Start Date: 7/9/2024; Duties: Voice Acting, Voice Over Work, Local Musician; Not investment-related; 0 hours devoted during securities trading hours - 15 hours per month devoted outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-02 |
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