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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| NY | RA | APPROVED | 2024-03-14 |
Branch Locations
66 Main Street, East Hampton, NY 11937 • United States
731 Montauk Hwy, Montauk, NY 11954 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axiom Capital Management Inc | New York | NY | 06/2015 | 01/2018 |
| The Vertical Group | New York | NY | 01/2018 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | East Hampton | NY | 04/2021 | Present |
| J.P. Morgan Securities Llc | East Hampton | NY | 04/2021 | Present |
| The Vertical Trading Group Inc | New York | NY | 01/2018 | 03/2021 |
| Axiom Capital Management | New York | NY | 07/2015 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
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