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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-24 |
| TX | RA | APPROVED_RES | 2020-02-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Princeton | NJ | 01/2013 | 01/2020 |
| World Financial Group | Brooklyn | NY | 05/2007 | 01/2020 |
| Hife College Planning | Brooklyn | NY | 04/2014 | 01/2020 |
| Jp White Plains Inc. | White Plains | NY | 09/2017 | 01/2020 |
| Gate Gourmet Inc | Astoria | NY | 04/2018 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Flushing | NY | 01/2020 | Present |
| J.P. Morgan Securities Llc | Flushing | NY | 01/2020 | Present |
| Sapphire Trip Inc | Flushing | NY | 08/2019 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-25 |
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