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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2024-03-28 |
Branch Locations
633 Third Avenue, New York, NY 10017 • United States
850 Third Avenue, New York, NY 10022 • United States
801 Second Ave., New York, NY 10017 • United States
260 Madison Avenue, New York, NY 10016 • United States
405 Lexington Ave, New York, NY 10174 • United States
2 Park Avenue, New York, NY 10016 • United States
349 5Th Avenue, New York, NY 10016 • United States
1120 6Th Ave., New York, NY 10036 • United States
225 Fifth Ave, New York, NY 10010 • United States
277 Park Ave, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Stone Capital, Llc | Holbrook | NY | 06/2016 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 04/2017 | 02/2024 |
| Bank Of America, N.A. | Melville | NY | 06/2017 | 02/2024 |
| J.P. Morgan Chase Bank N.A. | New York | NY | 03/2024 | Present |
| J.P. Morgan Securities Llc | New York | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-09 |
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