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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-31 |
| TX | RA | APPROVED | 2024-05-31 |
Branch Locations
Franklin Lakes, NJ • United States
200 Park Avenue 2Nd Floor, Florham Park, NJ 07932-1026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2008 | 05/2018 |
| Bank Of America, N.A. | New York | NY | 12/2009 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2018 | 05/2024 |
| Jpmorgan Securities, Llc. | New York | NY | 05/2018 | 05/2024 |
| Rbc Capital Markets, Llc | Florham Park | NJ | 05/2024 | Present |
| City National Bank | Florham Park | NJ | 12/2024 | Present |
Entity Name: Oniro Trelo, LLC Investment related: No Address: 14 Pheasant Road, Sag Harbor, NY 11963 Nature of the other business: This is an LLC to hold the property title of a second home Position/Title/Relationship: Officer Start Date: 17-Jul-2020 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Officer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-25 |
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