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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-29 |
| IL | RA | APPROVED | 2019-03-12 |
| TX | RA | APPROVED | 2019-03-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Schaumburg | IL | 07/2015 | 06/2018 |
| Bank Of America, N.A. | Schaumburg | IL | 09/2015 | 06/2018 |
| Avatar Securities, Llc | Chicago | IL | 07/2018 | 10/2018 |
| J.P. Morgan Securities Llc | Carol Stream | IL | 03/2019 | Present |
| Jpmorgan Chase Bank, N.A. | Carol Stream | IL | 03/2019 | Present |
| Unemployed | Bartlett | IL | 11/2018 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-15 |
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