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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-17 |
| TX | RA | APPROVED | 2022-10-17 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Drexel Hamilton | New York | NY | 05/2017 | 09/2017 |
| Sei Investments | Malvern | PA | 01/2019 | 02/2019 |
| Mount St. Mary's University | Emmitsburg | MD | 08/2014 | 05/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 01/2020 | 05/2021 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 03/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 03/2022 | Present |
| Oppenheimer & Co. Inc. | Doylestown | PA | 02/2019 | 07/2019 |
| Alliance Bernstein | Philadelphia | PA | 05/2021 | 11/2021 |
| Solomon Edwards Group | Malvern | PA | 09/2018 | 01/2019 |
| Cape May Beach Patrol | Cape May | NJ | 06/2018 | 08/2018 |
| Unemployed | Haddonfield | PA | 08/2019 | 12/2019 |
| Unemployed | Philadelphia | PA | 12/2021 | 02/2022 |
Effective 3/7/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-05 |
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