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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Horsham | PA | 03/2015 | 01/2017 |
| Mml Investors Services, Llc | Horsham | PA | 04/2015 | 11/2016 |
| The Smooth Shave.COm | Philadelphia | PA | 09/2013 | 11/2016 |
| Wells Fargo Na | Philadelphia | PA | 11/2016 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 12/2016 | 04/2023 |
| Windsor Financial | Horsham | PA | 03/2015 | 11/2017 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 04/2023 | Present |
| Jpmorgan Chase Bank (Ky) | Philadelphia | PA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-31 |
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