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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| NJ | RA | APPROVED | 2021-06-01 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank Na | Haddon Township | NJ | 04/2016 | 01/2018 |
| Td Private Client Wealth Llc | Haddon Township | NJ | 04/2016 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Haddon Township | NJ | 01/2018 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 05/2021 | Present |
| J.P. Morgan Securities Llc | Summit | NJ | 05/2021 | Present |
Entity Name: Power of Attorney Investment related: No Address: Westampton ,Township, New Jersey 08060 Nature of the other business: Power of Attorney Position/Title/Relationship: Owner/Partner Start Date: 01/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am Power of Attorney for family member finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-08 |
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