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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
| IL | RA | APPROVED | 2025-06-01 |
Branch Locations
10 S Dearborn St Floor 11, Chicago, IL 60603 • United States
Chicago, IL • United States
370 S Cleveland Ave, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chicago | IL | 01/2021 | 06/2022 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 06/2017 | 01/2021 |
| Burger King | Chicago | IL | 08/2014 | 07/2017 |
| Unemployed | Chicago | IL | 06/2022 | 04/2023 |
| New York Life | Schaumburg | IL | 04/2023 | 04/2025 |
| Nylife Securities Llc | Schaumburg | IL | 04/2023 | 04/2025 |
| J.P. Morgan Securities Llc | Chicago | IL | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 04/2025 | Present |
| Charles Schwab & Co | Chicago | IL | 01/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-14 |
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