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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-15 |
Branch Locations
565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Yorktown Heights | NY | 09/2018 | 07/2023 |
| J.P. Morgan Securities Llc | Mohegan Lake | NY | 11/2021 | 05/2022 |
| Peoples United Bank | Ossining | NY | 12/2017 | 09/2018 |
| Td Bank, N.A. | Chester | PA | 07/2017 | 11/2017 |
| Dollar Tree | Woodlyn | PA | 03/2017 | 06/2017 |
| Wawa | Essington | PA | 10/2015 | 09/2016 |
| J.P. Morgan Securities Llc | Yorktown Heights | NY | 10/2022 | 07/2023 |
| Unemployed | Essington | PA | 10/2016 | 02/2017 |
| Mml Investors Services, Llc | Elmsford | NY | 07/2023 | Present |
| Massmutual Life Insurance Co | Elmsford | NY | 07/2023 | Present |
| J.P. Morgan Securities Llc | Mohegan Lake | NY | 11/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-25 |
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