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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-06 |
| TX | RA | APPROVED | 2026-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Laurelton | NY | 01/2026 | Present |
| J.P. Morgan Securities Llc | Laurelton | NY | 01/2026 | Present |
| Lpl Enterprise, Llc | Melville | NY | 11/2024 | 01/2026 |
| Prudential Insurance Company Of America | Melville | NY | 08/2024 | 01/2026 |
| Pruco Securitiess, Llc | Melville | NY | 08/2024 | 11/2024 |
| Unemployed | Rochdale Village | NY | 07/2024 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Forest Hills | NY | 08/2021 | 06/2024 |
| Bank Of America Corporation | Forest Hills | NY | 08/2021 | 06/2024 |
| Citigroup Global Markets Inc | New York | NY | 03/2013 | 09/2021 |
| Citibank | New York | NY | 03/2013 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-26 |
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