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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-23 |
| NY | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED | 2022-09-06 |
Branch Locations
Monmouth Beach, NJ • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 02/2012 | 09/2022 |
| J.P. Morgan Securities Llc | New York | NY | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
Effective 9/6/2022 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 | 1999-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-08 |
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