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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-13 |
Branch Locations
28 W. 44Th Street Ste 1200 12Th Fl, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University | Bloomington | IN | 08/2014 | 05/2018 |
| The Ups Store | East Meadow | NY | 05/2017 | 08/2017 |
| Morrinson Wealth Management | London | 01/2017 | 04/2017 | |
| Jh Darbie & Co, Inc. | New York | NY | 05/2017 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 07/2018 | 07/2018 |
| Equitable Advisors, Llc | New York | NY | 07/2018 | 09/2021 |
| Massmutual Life Insurance Co | New York | NY | 09/2021 | 06/2022 |
| Mml Investors Services, Llc | New York | NY | 09/2021 | 06/2022 |
| Lenox Advisors, Inc. | New York | NY | 09/2021 | 06/2022 |
| Unemployed | Port Washington | NY | 06/2018 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | 01/2026 |
| Kbk Wealth Management, Llc | New York | NY | 08/2022 | Present |
| Wells Fargo Advisors Financial Network, Llc ( | New York | NY | 01/2026 | Present |
Fixed insurance sales; as of 11/09/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. JC CLIENT SERVICES; NOT INV RELATED;NEW YORK,NY; INSURANCE SALES;100% OWNERSHIP; START DATE: 08/01/2018; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-28 |
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