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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-05 |
| FL | RA | APPROVED | 2022-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Boca Raton | FL | 06/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Boca Raton | FL | 06/2014 | 11/2020 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 05/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 05/2022 | Present |
| Unemployed | Palm Beach Gardens | FL | 12/2020 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-22 |
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