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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marco's Pizza | St. Albans | WV | 03/2016 | 08/2017 |
| Applebee's | Charleston | WV | 05/2019 | 08/2019 |
| Cheddar's Scratch Kitchen | Morgantown | WV | 09/2019 | 02/2021 |
| Equitable Advisors, Llc | New York | NY | 10/2021 | 09/2022 |
| Equitable Financial Life Insurance Co. | New York | NY | 10/2021 | 09/2022 |
| Jpmorgan Chase Bank (Oh) | South Charleston | WV | 10/2022 | Present |
| J.P. Morgan Securities Llc | South Charleston | WV | 12/2023 | Present |
| Unemployed | Charleston | WV | 09/2017 | 04/2019 |
| Unemployed | Charleston | WV | 03/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-31 |
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