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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 12/2015 | 03/2020 |
| Bank Of America, N.A. | Minneapolis | MN | 12/2015 | 03/2020 |
| U.S. Bank | Naples | FL | 03/2020 | 03/2025 |
| U.S. Bancorp Investments Inc | Naples | FL | 03/2020 | 03/2022 |
| Jpmorgan Chase Bank, N.A. | Naples | FL | 06/2025 | Present |
| J.P. Morgan Securities Llc | Naples | FL | 06/2025 | Present |
| Unemployed | Bonita Springs | FL | 04/2025 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-05 |
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