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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
| NY | RA | APPROVED | 2023-04-11 |
| TX | RA | APPROVED | 2023-04-11 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
1230 Avenue Of The Americas, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | New York | NY | 06/2016 | 05/2019 |
| Morgan Stanley | New York | NY | 05/2019 | 01/2023 |
| First Republic Securities Company, Llc | New York | NY | 01/2023 | 04/2023 |
| First Republic Investment Management, Inc. | New York | NY | 01/2023 | 04/2023 |
| J.P. Morgan Securities Llc | New York | NY | 04/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2023 | Present |
Effective 4/11/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-10 |
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