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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-25 |
| FL | RA | APPROVED | 2024-09-19 |
| NJ | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED | 2024-09-17 |
| NY | RA | APPROVED | 2024-09-16 |
Branch Locations
925 Westchester Ave, West Harrison, NY 10604 • United States
1755 Monroe Avenue, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Rochester | NY | 12/2018 | Present |
| Jp Morgan Chase Bank, N.A. | Rochester | NY | 12/2018 | Present |
| Broadleaf Results, Inc. | Williamsville | NY | 08/2018 | 11/2018 |
| Sport Changes Life | Belfast | 08/2017 | 05/2018 | |
| Lakeview Valet | Rochester | NY | 06/2016 | 08/2017 |
| Northwestern Mutual Investment Services, Llc | Rochester | NY | 05/2016 | 12/2016 |
| St. John Fisher College | Rochester | NY | 09/2013 | 12/2016 |
| Board 60 International Assoc Of Approved Basketball Officials | Pittsford | NY | 12/2018 | Present |
ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: ROCHESTER BOARD 60 INTERNATIONAL ASSOCIATION OF APPROVED BASKETBALL OFFICIALS POSITION: BASKETBALL OFFICIAL START DATE: 12/1/2018 ADDRESS: 34 Pittsford, NY DETAILS: BASKETBALL OFFICIATING. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 15 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-20 |
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