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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-01 |
| TX | RA | APPROVED | 2023-08-01 |
Branch Locations
330 W Sunrise Hwy, Valley Stream, NY 11581 • United States
239-39 Linden Blvd., Elmont, NY 11003 • 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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Hicksville | NY | 05/2012 | 12/2021 |
| Rite Aide | Rosedale | NY | 06/2017 | 02/2018 |
| Citigroup | New York | NY | 12/2021 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 03/2023 | 07/2023 |
| Trader Joe's | Hewlett | NY | 07/2022 | 08/2023 |
| Bank Of America N.A. | Garden City | NY | 03/2023 | 07/2023 |
| J.P. Morgan Securities Llc | Valley Stream | NY | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Valley Stream | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-07 |
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