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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-07 |
| NJ | RA | APPROVED | 2025-08-25 |
Branch Locations
51 John F Kennedy Pkwy 5Th Fl [J1/J2/J5-Rbo], Short Hills, NJ 07078 • United States
191 E Hanover Ave, Morristown, NJ 07960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Combined Insurance | New York | NY | 07/2019 | 11/2019 |
| Unfcu | New York | NY | 06/2018 | 02/2019 |
| New York University In Paris | Paris | 09/2016 | 09/2017 | |
| New York Life Insurance Co. | New York | NY | 12/2019 | 10/2020 |
| Nylife Securities Llc | New York | NY | 12/2019 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Jersey City | NJ | 11/2020 | 07/2025 |
| J.P. Morgan Securities Llc | Jersey City | NJ | 11/2020 | 07/2025 |
| Congress Hall | Cpae May | NJ | 10/2017 | 12/2018 |
| Maison Kayser | New York | NY | 05/2018 | 05/2018 |
| Bbking | New York | NY | 03/2018 | 04/2018 |
| Albertson's | New York | NY | 02/2018 | 02/2018 |
| Chamberlain Realty Investments Inc | Cape May | NJ | 11/2017 | 02/2018 |
| Unemployed | New York | NY | 03/2019 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-24 |
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