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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-09 |
| NJ | RA | APPROVED | 2018-10-10 |
| TX | RA | APPROVED_RES | 2018-10-08 |
Branch Locations
White Plains, NY • United States
925 Westchester Avenue Floor 04, White Plains, NY 10604 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2009 | 10/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2018 |
| Jpmorgan Chase Bank, N.A. | White Plains | NY | 10/2018 | Present |
| Jpmorgan Securities, Llc. | White Plains | NY | 10/2018 | Present |
Effective 10/5/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-04 |
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