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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-07 |
| VA | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED_RES | 2025-05-13 |
| DC | RA | APPROVED | 2023-05-19 |
Branch Locations
2201 Georgia Ave Nw, Washington, DC 20059 • United States
1401 New York Ave Nw, Washington, DC 20005 • United States
501 H St Ne, Washington, DC 20002 • United States
550 Morse St Ne Dc, Washington, DC 20002 • United States
Upper Marlboro, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Washington | DC | 07/2018 | Present |
| J.P. Morgan Securities Llc | Washington | DC | 07/2018 | Present |
| Credit Suisse | Morrisville | NC | 06/2017 | 07/2018 |
| Credit Suisse | Morrisville | NC | 01/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-26 |
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