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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-16 |
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
405 W Rte 59, Monsey, NY 10952 • United States
501 Chestnut Ridge Rd, Chestnut Ridge, NY 10977 • United States
269 North Main Street, Spring Valley, NY 10977 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Advantage Portfolios, Llc | Orangeburg | NY | 06/2017 | 06/2021 |
| Binghamton University | Binghamton | NY | 08/2016 | 05/2020 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2021 | 06/2021 |
| J.P. Morgan Securities Llc | Monsey | NY | 07/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Monsey | NY | 07/2021 | Present |
| Chipotle | Binghamton | NY | 05/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-13 |
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