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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED | 2015-04-06 |
| NJ | RA | APPROVED | 2014-10-27 |
Branch Locations
1230 Avenue Of The Americas Flr 3, New York, NY 10020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall & William Llc | Albertson | NY | 09/2013 | 02/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2014 | Present |
| City University Of New York - Baruch College | New York | NY | 10/2012 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 09/2014 | Present |
Entity Name: NEW YORK UNIVERSITY Investment related: No "Address: 7 E 12th St, New York, NY 10003 NYU.EDU" Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Adjunct Faculty in School of Professional Studies, MS in Financial Planning Entity Name: Get In Guru LLC Investment related: No Address: Roslyn New York 11576 getinguru.com Nature of the other business: Educational Guidance Position/Title/Relationship: Owner/Partner Start Date: 12/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Get In Guru specializes in guiding students through the complex college application process using state-of-the-art AI technology. Our primary service is focused on a comprehensive review of the Common Application, a critical step in the journey to higher education. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 4/1/2011 ADDRESS: 474 Long Island City, NY DETAILS: 474 LONG ISLAND CITY, NY. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-22 |
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