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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-03 |
| TX | RA | APPROVED | 2022-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Rochester | NY | 11/2013 | 02/2018 |
| Td Ameritrade, Inc. | Saratoga Springs | NY | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 12/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 02/2021 | 09/2022 |
| Bank Of America, N.A. | Saratoga Springs | NY | 02/2021 | 09/2022 |
| J.P. Morgan Securities Llc | Albany | NY | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Albany | NY | 09/2022 | Present |
| Td Ameritrade | Sarasota Springs | NY | 11/2013 | 01/2021 |
| Charles Schwab | Sarasota Springs | NY | 11/2013 | 12/2017 |
| Scottrade Investment Management | Rochester | NY | 03/2017 | 02/2018 |
| Scottrade, Inc | Rochester | NY | 11/2013 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-26 |
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