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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Urban Pops | Brooklyn | NY | 06/2016 | 09/2016 |
| Mazza & More | Brooklyn | NY | 09/2016 | 09/2016 |
| Modern Interiors Inc. | Brooklyn | NY | 09/2016 | 09/2017 |
| Merchants Cash Partners Group | Brooklyn | NY | 05/2018 | 08/2018 |
| Dos Rios Cantina | Binghamton | NY | 08/2018 | 12/2019 |
| State University Of New York At Binghamton | Vestal | NY | 01/2018 | 05/2021 |
| Equitable Advisors | New York | NY | 09/2020 | 02/2021 |
| Morgan Stanley | New York | NY | 03/2021 | 05/2022 |
| Ubs Financial Services.iNc | New York | NY | 06/2022 | 01/2023 |
| Tiaa/Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 05/2023 | 08/2025 |
| Unemployed | New York | NY | 01/2023 | 05/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 09/2025 | Present |
| Morgan Stanley | New York | NY | 07/2021 | 05/2022 |
| Unemployed | Brooklyn | NY | 10/2017 | 12/2017 |
Entity Name: Crowdvolt Investment related: No Address: https://www.crowdvolt.com/ Nature of the other business: Ticket Sales Position/Title/Relationship: Employee/Contractor Start Date: 10/16/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Buy and sell concert tickets. Do not have any accounts that are earmarked for these transactions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-25 |
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