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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
277 Park Avenue 36Th Floor, New York, NY 10172 • United States
187-08 Horace Harding Expy, Fresh Meadows, NY 11365 • United States
200 New Dorp Lane, Floor 01, Staten Island, NY 10306-3008 • United States
71-41 Main St., Flushing, NY 11367 • United States
39-01 Main Street, Flushing, NY 11354 • United States
77-01 31St Ave, East Elmhurst, NY 11370 • United States
4042 Main St, Flushing, NY 11354 • United States
40-28 College Point Blvd, Flushing, NY 11354 • United States
163-20 Northern Blvd., Flushing, NY 11358 • United States
37-28 Main St, Flushing, NY 11354 • United States
37-29 Junction Blvd., Corona, NY 11368 • United States
37-15 82Nd Street, Jackson Heights, NY 11372 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fresh Meadows | NY | 05/2026 | Present |
| 258 As Realty Llc | New York | NY | 07/2017 | Present |
| Wells Fargo Bank, N.A. | New York | NY | 03/2025 | 12/2025 |
| Bank Of America Corporation | New York | NY | 07/1999 | 02/2025 |
NAME OF OTHER BUSINESS:258 AS Realty LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,NEW YORK,NY,10027,USA NATURE OF OTHER BUSINESS:Rental Property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2017-07-03 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I am the owner of a rental property. I have a real estate agent managing the property. IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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