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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
3450 Bayside Lakes Blvd., Suite 116, Palm Bay, FL 32909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Bd Llc | New York | NY | 05/2014 | 07/2018 |
| Cion Securities, Llc | New York | NY | 08/2018 | 01/2024 |
| Fisher Investments | Plano | TX | 01/2024 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | West Melbourne | FL | 02/2025 | Present |
| J.P. Morgan Securities Llc | West Melbourne | FL | 02/2025 | Present |
| Fisher Investments | Plano | TX | 01/2024 | 11/2024 |
| Cion Investments | New York | NY | 08/2018 | 01/2024 |
| Unemployed | West Melbourne | FL | 12/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
| S66 | Uniform Combined State Law Examination | 2014-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-07 |
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