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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2019-08-22 |
| CT | RA | APPROVED | 2019-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | West Babylon | NY | 11/2014 | 06/2019 |
| J.P. Morgan Chase Bank | West Babylon | NY | 11/2014 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 06/2019 | Present |
| Bank Of America, N.A. | Melville | NY | 06/2019 | Present |
I*: 2074278 Entity Type: For Profit Name of OBA: D. B. W. Estates LLC Address: Lewes, DE 19958 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/23/2024 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: Purpose of entity is to be able to pool funds together with friends and invest in potential real estate opportunities if and when they arise. This could be purchasing land, homes, residential, rental properties, etc. My role would be similar to other members, to invest funds and help with research when needed for looking for opportunities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-03 |
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