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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-24 |
| TX | RA | APPROVED | 2023-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boca Raton | FL | 07/2011 | 01/2020 |
| Bank Of America, N.A. | Delray Beach | FL | 01/2020 | 03/2023 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 03/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach | FL | 01/2020 | 03/2023 |
| The Neshamah Institute | Boca Raton | FL | 11/2014 | Present |
Entity Name: The Neshamah Institute Investment related: No "Address: 19140 Lyons Rd, Boca Raton, FL 33434" Nature of the other business: Music Position/Title/Relationship: Employee/Contractor Start Date: 11/01/2014 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Music Director with religious organization in Boca Raton, FL. This role has no similarity to role at JPMC. This activity takes place outside of normal business hours and never coincides with my role at JPMC>
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-03 |
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