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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
130 South Main Street, Canandaigua, NY 14424 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Canandaigua | NY | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Canandaigua | NY | 10/2025 | Present |
| Brilliant Jewelers | Webster | NY | 07/1989 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 07/2022 | 10/2025 |
| Bank Of America | Pittsford | NY | 07/2022 | 10/2025 |
| Getordained.oRg | Rochester | NY | 10/2020 | 10/2025 |
| Isagenix | Rochester | NY | 11/2019 | 10/2025 |
| Citizens Bank/Citizens Securities, Inc. | Webster | NY | 11/2019 | 06/2022 |
| Axa Advisors | Rochester | NY | 07/2016 | 11/2019 |
| Equitable Finl Life/Equitable Advisors | Rochester | NY | 07/2016 | 11/2019 |
NAME OF OTHER BUSINESS:Rental Property 1 IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Webster,NY,14580,USA NATURE OF OTHER BUSINESS:Rental Property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2022-11-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Do not have duties just set up son IS THIS A RESIDENTIAL ADDRESS?:Yes Entity Name: Brilliant Jewelers Investment related: No Address: Webster, NY www.brilliantjewelers.com Nature of the other business: Arts & Crafts Position/Title/Relationship: Owner/Partner Start Date: 07/01/1989 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: jewelry creation/hobby "
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-19 |
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