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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 10/2022 | 04/2026 |
| University Of Connecticut | Hartford | CT | 05/2021 | 08/2022 |
| Northwestern Mutual | Springfield | MA | 06/2020 | 12/2020 |
| Citizens Bank | Providence | RI | 04/2020 | 06/2020 |
| First Suffield Bank | Suffield | CT | 06/2017 | 08/2018 |
| University Of Connecticut School Of Law | Hartford | CT | 05/2019 | 08/2019 |
| Ruffalo Noel Levitz | Storrs | CT | 01/2021 | 03/2021 |
| University Of Connecticut | Storrs | CT | 08/2019 | 08/2022 |
| Suffield Academy | Suffield | CT | 09/2014 | 05/2018 |
| J.P. Morgan Securities Llc | Boston | MA | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 05/2026 | Present |
| The Heitmeyer Group | Providence | RI | 04/2020 | 05/2020 |
| Unemployed | Storrs | CT | 09/2022 | 09/2022 |
| Unemployed | Storrs | CT | 09/2018 | 04/2019 |
Effective 5/4/2026 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 | 2025-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-19 |
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