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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-07 |
| TX | RA | APPROVED_RES | 2025-01-02 |
| KS | RA | APPROVED | 2024-11-25 |
| MO | RA | APPROVED | 2024-10-29 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 08/2021 | 08/2024 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 08/2021 | 08/2024 |
| Td Bank | Brooklyn | NY | 05/2021 | 08/2021 |
| Burtman & Associates | Staten Island | NY | 05/2015 | 05/2021 |
| Nyc Department Of Corrections | Elmhurst | NY | 01/2018 | 09/2019 |
| Ved Associates Llc | Brooklyn | NY | 09/2020 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lees Summit | MO | 08/2024 | Present |
| Bank Of America, N.A. | Lees Summit | MO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-05 |
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