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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 | 2020-11-13 |
| NJ | RA | APPROVED | 2019-09-04 |
Branch Locations
4425 E Genesee St, Syracuse, NY 13214 • United States
925 Westchester Ave, West Harrison, NY 10604 • United States
7888 Brewerton Rd, Cicero, NY 13039 • United States
4169 Elmcrest Road, Liverpool, NY 13090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank | Liverpool | NY | 03/2011 | 11/2016 |
| Cadaret, Grant & Co., Inc./ Capital Strategy Group | Syracuse | NY | 12/2016 | 02/2018 |
| Jp Morgan Securities, Llc | Syracuse | NY | 10/2012 | 11/2016 |
| Ubs Financial Services Inc. | Syracuse | NY | 02/2018 | 08/2019 |
| Jp Morgan Securities, Llc | Syracuse | NY | 08/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Syracuse | NY | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-06 |
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