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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-08 |
| NJ | RA | APPROVED | 2023-05-26 |
Branch Locations
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Warren | NJ | 01/2013 | 09/2016 |
| Morgan Stanley | Warren | NJ | 09/2016 | 10/2018 |
| Pgim Investments,Llc | Newark | NJ | 11/2018 | 01/2023 |
| Prudential Investment Management Services Llc | Newark | NJ | 11/2018 | 01/2023 |
| J.P. Morgan Securities Llc | Jersey City | NJ | 01/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Jersey City | NJ | 01/2023 | Present |
Effective 1/30/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-12 |
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