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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-17 |
| TX | RA | APPROVED | 2022-10-13 |
Branch Locations
3604 West Chester Pike, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hopewell | NJ | 01/2013 | 10/2022 |
| Bank Of America, N.A. | Pennington | NJ | 01/2013 | 10/2022 |
| J.P. Morgan Securities Llc | Newtown Square | PA | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Newtown Square | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-30 |
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