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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
450 S Orange Ave Floor 10, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Currencies Direct Inc | Orlando | FL | 06/2015 | 05/2018 |
| University Of Central Florida | Orlando | FL | 08/2015 | 05/2018 |
| Goldman Sachs & Co. | Salt Lake City | UT | 06/2018 | 04/2020 |
| Goldman Sachs & Co. | Dallas | TX | 04/2020 | 08/2022 |
| Citigroup | Dallas | TX | 08/2022 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Orlando | FL | 08/2025 | Present |
| J.P. Morgan Securities Llc | Orlando | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-21 |
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