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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Indianapolis | IN | 11/2020 | 11/2022 |
| James Steel & Tube Co. | Madison Heights | MI | 10/2017 | 05/2020 |
| Cydcor Indianapolis Team | Indianapolis | IN | 06/2016 | 09/2017 |
| Bank Of America / Merrill Lynch, | Indianapolis | IN | 03/2023 | 09/2024 |
| Unemployed | Indianapolis | IN | 12/2022 | 02/2023 |
| Unemployed | Indianapolis | IN | 06/2020 | 10/2020 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 12/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 12/2024 | Present |
| Unemployed | Indianapolis | IN | 10/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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