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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| NY | RA | APPROVED | 2026-05-28 |
Branch Locations
3359 Broadway, New York, NY 10031 • United States
596 Fort Washington Avenue, New York, NY 10033 • United States
3515 Broadway, New York, NY 10031 • United States
3200 Broadway, New York, NY 10027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Port Chester | NY | 10/2014 | 05/2026 |
| Bank Of America, N.A. | Port Chester | NY | 10/2014 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-11 |
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