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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-09 |
| NY | RA | APPROVED | 2025-01-13 |
Branch Locations
58 West Ramapo Road, Garnerville, NY 10923 • United States
353 Windsor Highway, New Windsor, NY 12553 • United States
271 Main Street, Highland Falls, NY 10928 • United States
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 |
|---|---|---|---|---|
| Td Bank N.A. | Ramsey | NJ | 05/2016 | 01/2025 |
| Td Private Client Wealth Llc | Ramsey | NJ | 04/2021 | 01/2025 |
| J.P. Morgan Securities Llc | New Windsor | NY | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | New Windsor | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-18 |
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