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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| FL | RA | APPROVED | 2023-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 11/2013 | 02/2018 |
| Td Ameritrade Investment Management, Llc | Naples | FL | 03/2018 | 02/2019 |
| Pnc Investments | Naples | FL | 02/2019 | 06/2021 |
| Td Bank N.A. | Naples | FL | 06/2021 | 05/2023 |
| Td Private Client Wealth Llc | Naples | FL | 05/2021 | 05/2023 |
| J.P. Morgan Securities Llc | Naples | FL | 06/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Naples | FL | 06/2023 | Present |
| Td Ameritrade, Inc | Naples | FL | 02/2018 | 02/2019 |
| Td Ameritrade Investment Management, Llc | Naples | FL | 02/2018 | 02/2019 |
| Pnc Financial Services Group, Inc/Pnc Investments | Cleveland | OH | 05/2011 | 02/2018 |
| Td Ameritrade Services Co., Inc | Naples | FL | 02/2018 | 02/2019 |
| Pnc Financial Services Group, Inc/Pnc Investments | Naples | FL | 02/2019 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-22 |
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