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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-19 |
Branch Locations
1 Homestead St, Albany, NY 12203 • United States
50 State St, Albany, NY 12207 • United States
1875 Altamont Ave, Schenectady, NY 12303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Latham | NY | 07/2019 | 10/2021 |
| Trustco Bank | Schenectady | NY | 08/2017 | 05/2019 |
| Citizens Securities, Inc. | Latham | NY | 10/2019 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Latham | NY | 11/2021 | Present |
| Unemployed | Schenectady | NY | 06/2019 | 06/2019 |
| Unemployed | Albany | NY | 08/2013 | 05/2017 |
| J.P. Morgan Securities Llc | Latham | NY | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-16 |
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