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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-12 |
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 12/2025 | Present |
| J.P. Morgan Securities Llc | Summit | NJ | 12/2025 | Present |
| Sanford C Bernstein & Co Llc | New York | NY | 12/2020 | 11/2025 |
| Lifetime Wealth Alliance Llc | Cherry Hill | NJ | 09/2018 | 12/2020 |
| Mill Creek Capital Advisors Llc | Conshohocken | PA | 07/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-29 |
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