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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2024-09-11 |
| NY | RA | APPROVED | 2023-09-08 |
Branch Locations
12051 Ventura Blvd., Studio City, CA 91604 • United States
13949 Ventura Blvd., Sherman Oaks, CA 91423 • United States
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 |
|---|---|---|---|---|
| Axa Advisors, Llc | Woodbury | NY | 11/2014 | 04/2018 |
| New York Life Insurance Company | New York | NY | 05/2018 | 07/2019 |
| Nylife Securities Llc | New York | NY | 05/2018 | 07/2019 |
| Mass Mutual Life Insurance Company | New York | NY | 07/2019 | 01/2020 |
| Mml Investors Services, Llc | New York | NY | 09/2019 | 12/2019 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 12/2020 | 09/2023 |
| J.P. Morgan Securities Llc | New York | NY | 12/2020 | 09/2023 |
| Central Hospitality | Astoria | NY | 04/2018 | 11/2020 |
| Fortis Lux | New York | NY | 07/2019 | 01/2020 |
| Axa Advisors | Woodbury | NY | 01/2015 | 04/2018 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 09/2023 | Present |
| Jp Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-18 |
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