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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-09 |
| TX | RA | APPROVED | 2022-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Hauppauge | NY | 07/2016 | 08/2017 |
| Mml Investors Services, Llc | Hauppauge | NY | 03/2017 | 08/2017 |
| Msi Financial Services, Inc | Hauppauge | NY | 03/2016 | 03/2017 |
| Unemployed | Wantagh | NY | 09/2017 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 12/2017 | 07/2020 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 12/2017 | 07/2020 |
| Charles Schwab & Co., Inc. | Brooklyn | NY | 07/2020 | 10/2022 |
| Charles Schwab Bank, Ssb | Brooklyn | NY | 07/2020 | 10/2022 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 11/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-12 |
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