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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-13 |
| FL | RA | APPROVED | 2022-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2018 | 03/2021 |
| J.P. Morgan Securities Llc | New York | NY | 02/2019 | 03/2021 |
| Deutsche Bank | New York | NY | 06/2016 | 05/2018 |
| Newbridge Securities Corporation | Boca Raton | FL | 03/2021 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach | FL | 11/2022 | Present |
| Bank Of America N.A. | Delray Beach | FL | 12/2022 | Present |
I*4035266 Entity Type: Charitable Name of OBA: Breakthrough T1D Address: Hagerstown, Maryland, 21741 Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/09/2026 Number of Hours: 5, Monthly Number of Hours during trading: 1, Monthly Duties: Raise awareness and proceeds for Type 1 diabetes research. Reach out to newly diagnosed patients Attend committee meetings Brainstorm new walk ideas Help secure vendors and donations Help recruit new teams and retention Attend kick off and walk events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-14 |
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