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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
Branch Locations
4700 Tamiami Trl N, Naples, FL 34103 • United States
2201 9Th St N, Naples, FL 34103-4402 • United States
960 N Collier Blvd, Marco Island, FL 34145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Greenwood | IN | 01/2017 | 04/2019 |
| Centra Credit Union | Scottsburg | IN | 06/2016 | 01/2017 |
| University Of Indianapolis | Indianapolis | IN | 08/2016 | 12/2018 |
| Mwa Financial Services Inc | Greenwood | IN | 01/2019 | 04/2019 |
| Jp Morgan Securities, Llc | Sellersburg | IN | 05/2019 | 07/2021 |
| Jp Morgan Chase Bank, N.A. | Sellersburg | IN | 05/2019 | 07/2021 |
| Family Video Movie Club, Inc. | Austin | IN | 06/2016 | 09/2016 |
| Heartland Global Payments | Jeffersonville | IN | 01/2022 | 04/2022 |
| Freudenberg Medical Llc | Jeffersonville | IN | 04/2022 | 04/2022 |
| Unemployed | Charlestown | IN | 08/2021 | 12/2021 |
| Jp Morgan Chase Bank, N.A. | Scottsburg | IN | 07/2022 | Present |
| Jp Morgan Securities, Llc | Scottsburg | IN | 07/2022 | Present |
| Unemployed | Jeffersonville | IN | 05/2022 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-15 |
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