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319 Clematis Street Suite 610, West Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-26 |
| RI | RA | APPROVED | 2018-07-25 |
Branch Locations
319 Clematis Street Suite 610, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Boston | MA | 09/2010 | Present |
| Whalerock Point Partners, Llc | Providence | RI | 10/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-19 |
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