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63 Forest Avenue, Locust Valley, NY 11560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 06/2020 | 08/2022 |
| Jpmorgan Securities Llc | New York | NY | 06/2020 | 08/2022 |
| Franklin & Marshall College | Lancaster | PA | 08/2016 | 05/2020 |
| Boston Scott Llc | Collegeville | PA | 02/2020 | 06/2021 |
| Spire Securities, Llc | Woodbury | AK | 08/2022 | Present |
| Northeast Private Wealth Management | Woodbury | NY | 08/2022 | Present |
| Ursula Capital | Woodbury | NY | 08/2022 | Present |
1. Ursula Capital Partners. Limited Partner, 12/1/2022. Investment related. 2. Tremont Sporting Co. Limited Partner, 9/8/2025. 3. First Tee: Organizing events to educate individuals in the First Tee program, focusing on "Path to College" for youth. Board member, 1/1/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
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