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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-24 |
Branch Locations
575 Washington Blvd Floor 9 & 10, Jersey City, NJ 07310 • United States
1888 Century Park E, Floor 5, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tactix Real Estate Advisors | Philadelphia | PA | 09/2018 | 03/2019 |
| Ianuly Talent Accelerators | New York | NY | 05/2019 | 08/2019 |
| Lou Web Technologies | New York | NY | 08/2019 | 09/2019 |
| Wells Fargo | New York | NY | 12/2019 | 12/2020 |
| Hamilton College | Clinton | NY | 08/2014 | 05/2018 |
| The Leaders Group Inc | Littleton | CO | 07/2021 | 11/2022 |
| Gideon Strategic Partners Llc | Santa Monica | CA | 01/2021 | 11/2022 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 03/2024 | 09/2025 |
| Manhattan West Asset Management, Llc | Los Angeles | CA | 11/2022 | 02/2024 |
| United Investexusa 6 Llc | Irving | TX | 08/2018 | 08/2018 |
| Unemplolyed | Gladwyne | PA | 06/2018 | 07/2018 |
| Unemployed | New York | NY | 04/2019 | 04/2019 |
| Unemployed | New York | NY | 10/2019 | 11/2019 |
| J.P. Morgan Securities Llc | Los Angeles | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-20 |
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