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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-10 |
| NJ | RA | APPROVED | 2019-12-10 |
Branch Locations
Miller Place, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Sayville | NY | 11/2017 | Present |
| Jp Morgan Bank N.A. | Sayville | NY | 11/2015 | 10/2017 |
| Citigroup | New York | NY | 09/2018 | Present |
My Favorite Beverage LLC; Not Investment-related; Nature: Marketing affiliate; New York, NY; Started: June 7, 2024; Title: Partner; Duties: Maintain website with links to online retailer; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ////
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-18 |
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