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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-28 |
| CT | RA | APPROVED | 2021-08-16 |
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED | 2013-09-13 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
216 Old Country Rd, Floor 3, Mineola, NY 11501 • United States
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | Present |
| Self | Saint Albans | NY | 11/2014 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-07 |
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