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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Port Washington | NY | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Port Washington | NY | 03/2026 | Present |
| Merrill Lynch Wealth Management | Great Neck | NY | 05/2025 | 03/2026 |
| Merrill Lynch, Pierce,Fenner & Smithincorporated | Great Neck | NY | 04/2024 | 03/2026 |
| Bank Of America/Merrill Lynch | New York | NY | 04/2024 | 05/2025 |
| Citigroup/Citibank | Rego Park | NY | 12/2011 | 04/2024 |
NAME OF OTHER BUSINESS:Great Neck Chamber of Commerce IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:1 Middle Neck Road,Great Neck,NY,11021,USA NATURE OF OTHER BUSINESS:Chamber of Commerce YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Officer or Advisor of another company START DATE OF YOUR RELATIONSHIP:2025-10-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:2 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I am a member of the GNCC paid through 12/2026. Purpose is to network with local businesses in the area. IS THIS A RESIDENTIAL ADDRESS?:No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-05 |
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