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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED_RES | 2025-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Jupiter | FL | 01/2016 | 03/2017 |
| Pnc Investments, Llc | Jupiter | FL | 01/2016 | 02/2017 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 03/2017 | 05/2017 |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 03/2017 | 05/2017 |
| Tiaa | Boca Raton | FL | 05/2017 | 04/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Boca Raton | FL | 05/2017 | 04/2020 |
| Synovus Securities Inc | Stuart | FL | 04/2020 | 09/2021 |
| Synovus Bank | Stuart | FL | 04/2020 | 09/2021 |
| Synovus Securities, Inc | Juno Beach | FL | 10/2021 | 01/2025 |
| Synovus Bank | Juno Beach | FL | 10/2021 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 01/2025 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-10 |
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