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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-30 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Greenwich | CT | 07/2018 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 07/2018 | 01/2020 |
| Unemployed | Ann Arbor | MI | 09/2015 | 05/2017 |
| University Of Michigan | Ann Arbor | MI | 09/2014 | 04/2018 |
| Jp Morgan Chase | Greenwich | CT | 05/2017 | 08/2017 |
| Unemployed | New Rochelle | NY | 09/2017 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenwich | CT | 02/2020 | 05/2022 |
| Bank Of America, N.A. | Greenwich | CT | 06/2020 | 05/2022 |
| Lpl Financial Llc | Darien | CT | 05/2022 | 06/2026 |
| Stratos Wealth Partners, Ltd. | Darien | CT | 05/2022 | 06/2026 |
| Savvy | New York | NY | 06/2026 | Present |
Lockwood Private Wealth; investment related; New York, New York; serves as the DBA entity for work at Savvy, Wealth Manager, 06/30/2026, same hours as role at Savvy -this is the DBA for this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-02 |
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