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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-15 |
| CT | RA | APPROVED | 2025-07-10 |
Branch Locations
6 Queen St, Newtown, CT 06470 • United States
2150 Black Rock Turnpike, Fairfield, CT 06825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 09/2011 | 06/2017 |
| J.P. Morgan Securities Llc | New York | NY | 06/2016 | 06/2017 |
| Santander Bank Na | Brooklyn | NY | 06/2017 | 08/2018 |
| Santander Securities Llc | Brooklyn | NY | 06/2017 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Eastchester | NY | 09/2018 | 03/2022 |
| J.P. Morgan Securities Llc | Eastchester | NY | 09/2018 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Westport | CT | 03/2022 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newtown | CT | 03/2025 | Present |
| Bank Of America, N.A. | Newtown | CT | 05/2025 | Present |
I*: 2286282Entity Type: Rental Property Name of OBA: Rental Property 1Address: JUPITER, FL 33458Investment Related: NoPosition, Title, Association: Sole owner Employee Start Date: 10/1/2017Number of Hours: 1 hr annuallyNumber of Hours during trading: 0 Duties: Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-02 |
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