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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2019-01-28 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
925 Westchester Avenue Floor 04, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | White Plains | NY | 06/2017 | Present |
| Jpmorgan Securities Llc | White Plains | NY | 06/2017 | Present |
| Sentinel Growth Fund Management | Stamford | CT | 07/2015 | 01/2017 |
| Unemployed | Stamford | CT | 02/2017 | 05/2017 |
Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-17 |
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