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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED_RES | 2024-09-17 |
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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 03/2016 | 01/2018 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 10/2018 | 01/2019 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 10/2018 | 01/2019 |
| Equity Global Strategies | Brooklyn | NY | 01/2018 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2019 | 07/2024 |
| Bank Of America, N.A. | New York | NY | 01/2019 | 07/2024 |
| Equitable Finl Life Ins Co | Brooklyn | NY | 03/2016 | 01/2018 |
| Equitable Advisors, Llc | Brooklyn | NY | 03/2016 | 01/2018 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 09/2024 | Present |
| J.P. Morgan Securities Llc | Brooklyn | NY | 09/2024 | Present |
| Unemployed | Brooklyn | NY | 08/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-16 |
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