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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Tarrytown | NY | 05/2016 | 12/2016 |
| Td Private Client Wealth Llc | Bronx | NY | 05/2020 | 02/2025 |
| Td Bank N.A. | Bronx | NY | 12/2016 | 02/2025 |
| J.P. Morgan Securities Llc | Bronx | NY | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Bronx | NY | 02/2025 | Present |
| Stry Corp | New York | NY | 10/2016 | 11/2024 |
| Amazon Flex | New York | NY | 01/2024 | 09/2024 |
| Red Robin Gourmet Burgers, Inc. | Bronx | NY | 08/2017 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-18 |
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