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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
20 Amenity Way, Clifton, NJ 07014 • United States
225 South St, Morristown , NJ 07960 • United States
235 N. Wood Ave., Linden, NJ 07036 • United States
19 N. Fullerton Avenue, Montclair, NJ 07042 • United States
963 Van Houten Avenue, Clifton, NJ 07013 • United States
300 Main Street, Orange, NJ 07050 • United States
989 Mcbride Ave., Woodland Park, NJ 07424 • United States
339 N Broad St, Elizabeth, NJ 07208 • United States
1459 Main Ave, Clifton, NJ 07011 • United States
471 Pleasant Valley Way, West Orange, NJ 07052 • United States
186 Ridgedale Ave., Florham Park, NJ 07932 • United States
279 Millburn Ave., Millburn, NJ 07041 • United States
136 Passaic St., Garfield, NJ 07026 • United States
100 Broadway, Elmwood Park, NJ 07407 • United States
620 Main Ave, Passaic, NJ 07055 • United States
387 Passaic Ave., Fairfield, NJ 07004 • United States
576 Inman Ave, Colonia, NJ 07067 • United States
1117 Main St #19, Paterson, NJ 07503 • United States
664 Pompton Ave, Cedar Grove, NJ 07009 • United States
566 Bloomfield Avenue, Verona, NJ 07044 • United States
148 Market Street, Paterson, NJ 07505 • United States
67-69 Summit Ave., Summit, NJ 07901 • United States
2 Mt Pleasant Ave, Wallington, NJ 07057 • United States
2470 Rout 22 Ctr, Union, NJ 07083 • United States
600 Valley Road, Upper Montclair, NJ 07043 • United States
40 S Ave W, Cranford, NJ 07016 • United States
1342 St. Georges Ave., Avenel, NJ 07001 • United States
130 Smith St., Perth Amboy, NJ 08861 • United States
800 Morris Turnpike, Short Hills, NJ 07078 • United States
302 E. Broad Street, Westfield, NJ 07090 • United States
18 S Orange Ave, South Orange, NJ 07079 • United States
700 E 1St Ave, Roselle, NJ 07203 • United States
1152 Liberty Avenue, Hillside, NJ 07205 • United States
399 Ridgedale Avenue, East Hanover, NJ 07936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Short Hills | NJ | 05/2011 | 05/2024 |
| Orgo Llc | Mountain Lakes | NJ | 04/2023 | 07/2025 |
| J.P. Morgan Securities Llc | Morristown | NJ | 06/2024 | Present |
Entity Name: Mountain Lakes Swim and Dive Association Investment related: No Address: 400 Boulevard, Mountain Lakes, NJ 07046/https://mountainlakes.gov/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/06/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: serve as a board member for the Mountain Lakes Swim and Dive Association (MLSDA) for the upcoming 2 years. Treasurer role and expect that the time commitment would be approximately 3 hours a quarter.MLSDA is incorporated as a nonprofit organization and there is no remuneration for this role.This role is not similar to my current position and to my knowledge does not have any connection with JPMorganChase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-29 |
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