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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| NJ | RA | APPROVED | 2026-03-13 |
| NY | RA | APPROVED | 2024-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 06/2010 | 03/2022 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 10/2012 | 03/2022 |
| National Life Group/Wealthbridge Financial | Montpelier | VT | 03/2022 | 12/2022 |
| Equity Services, Inc | Montpelier | VT | 03/2022 | 12/2022 |
| Citigroup Global Markets Inc | New York | NY | 03/2023 | 11/2023 |
| Unemployed | Brooklyn | NY | 01/2023 | 02/2023 |
| Citibank | New York | NY | 03/2023 | 11/2023 |
| Jpmorgan Chase Bank, Na. | New York | NY | 12/2023 | Present |
| J.P. Morgan Securities Llc | New York | NY | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-29 |
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