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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-24 |
| TX | RA | APPROVED_RES | 2022-10-31 |
| NY | RA | APPROVED | 2022-10-28 |
Branch Locations
5100 Town Center Circle, Boca Raton, FL 33486 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 03/2012 | 10/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2022 |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 10/2022 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 10/2022 | 08/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| J.P. Morgan Securities Llc | Boca Raton | FL | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 08/2025 | Present |
Effective 10/28/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-22 |
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