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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED_RES | 2025-09-09 |
| NY | RA | APPROVED | 2024-07-24 |
Branch Locations
277 Park Ave., Fl 36, New York, NY 10172 • United States
1290 Avenue Of The Americas, New York, NY 10104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup/Citibank | New York | NY | 10/2015 | 10/2021 |
| Morgan Stanley | Utica | NY | 11/2021 | 09/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2021 | 09/2022 |
| Citigroup/Citibank | New York | NY | 10/2022 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2024 | Present |
| J.P. Morgan Securities Llc | New York | NY | 07/2024 | Present |
| Citigroup Global Markets Inc. | New York | NY | 10/2022 | 04/2024 |
| Citigroup Global Markets Inc. | New York | NY | 10/2015 | 10/2021 |
| Unemployed | Manhatten | NY | 05/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-23 |
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