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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | The Villages | FL | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | The Villages | FL | 02/2026 | Present |
| Fidelity Investments | Merrimack | NH | 09/2022 | 02/2026 |
| Unemployed | Mineola | NY | 06/2022 | 08/2022 |
| Investec Securities | New York | NY | 12/2014 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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