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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-06 |
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campion Asset Management Llc | Vienna | VA | 01/2016 | 03/2017 |
| Morgan Stanley | New York | NY | 08/2021 | 06/2023 |
| Keystone Asset Management | Mclean | VA | 08/2019 | 07/2021 |
| Systems Technology Inc. | Chantilly | VA | 03/2017 | Present |
| J.P. Morgan Securities Llc | New York | NY | 06/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2023 | Present |
| Unemployed | Mclean | VA | 07/2019 | 07/2019 |
Entity Name: Systems Technology Inc. Investment related: No "Address: https://stibreakers.com 14925 Bogle Dr. Chantilly, VA 20151" Nature of the other business: Maintenance Electrical Training Position/Title/Relationship: Employee/Contractor Start Date: 03/01/2017 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is my Dad's company, that I help with minor administrative tasks from time to time (i.e. payroll, etc). The company works in electrical training and maintenance for power plants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
| S65 | Uniform Investment Adviser Law Examination | 2016-03-01 |
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