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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-06 |
| NJ | RA | APPROVED | 2025-06-19 |
| CA | RA | APPROVED | 2025-03-28 |
| WA | RA | APPROVED | 2024-11-15 |
| DE | RA | APPROVED | 2024-10-08 |
| WY | RA | APPROVED | 2024-10-08 |
| HI | RA | APPROVED | 2024-08-22 |
| FL | RA | APPROVED | 2024-03-25 |
| NY | RA | APPROVED | 2024-01-08 |
| TX | RA | APPROVED | 2024-01-08 |
Branch Locations
3300 N. University Drive, Sunrise, FL 33351 • United States
6399 W Commercial Blvd, Tamarac, FL 33319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Gunnar & Co., Llc | New York | NY | 08/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2017 | 09/2022 |
| One World One Kitchen | Brooklyn | NY | 04/2017 | 10/2017 |
| Herald Square Advisors Llc | Long Island City | NY | 10/2022 | 12/2023 |
| J.P. Morgan Securities Llc | Tamarac | FL | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Tamarac | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-16 |
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