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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED | 2024-10-22 |
Branch Locations
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Jacksonville | FL | 02/2016 | 10/2018 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 11/2018 | 03/2022 |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 03/2022 | Present |
| J.P. Morgan Securities Llc | Jacksonville | FL | 03/2022 | Present |
| Fidelity Investments | Jacksonville | FL | 11/2018 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-12 |
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