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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| NY | RA | APPROVED | 2021-05-26 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Weehawken | NJ | 10/2020 | 04/2021 |
| Soulcycle | Greenwich | CT | 08/2020 | 08/2020 |
| Boston College Intramurals | Chestnut Hill | MA | 08/2019 | 03/2020 |
| Floyd Advisory Llc | New York | NY | 06/2019 | 10/2020 |
| Boston College Intramurals | Chestnut Hill | MA | 08/2017 | 04/2018 |
| Bloomenthal & Trow Llc | Stamford | CT | 06/2018 | 08/2018 |
| The Restaurant At Rowayton Seafood | Rowayton | CT | 06/2018 | 08/2018 |
| Boston College Intramural Program | Chestnut Hill | MA | 08/2017 | 05/2020 |
| Middlesex Pool Club | Darien | CT | 06/2017 | 08/2017 |
| Boston College | Chestnut Hill | MA | 08/2016 | 05/2020 |
| Hedgeye Potomac Research | Washington | DC | 07/2017 | 08/2017 |
| Jpmorgan Chase Bank Na | New York | NY | 04/2021 | Present |
| Jpmorgan Securities Llc | New York | NY | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-12 |
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