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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-10 |
| NY | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED_RES | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Stamford | CT | 02/2019 | 04/2023 |
| Parkway Partners | Greenwich | CT | 01/2016 | 01/2019 |
| J.P. Morgan Securities Llc | New York | NY | 04/2023 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2023 | 03/2025 |
| Wells Fargo Clearing Services, Llc | New York | NY | 03/2025 | Present |
REAL ESTATE LICENSE; NOT INV RELATED; STAMFORD, CT; REAL ESTATE LICENSE; 03/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; PERSONAL PUCHASES| DREAM LIAISON, LLC; INV RELATED; GREENWICH, CT; FAMILY INVESTMENT COMPANY; START DATE 05/23/2025; 15 HOURS PER MONTH; 0 HOURS DURING TRADING | VARSITY GRIPZ. LLC; NOT INV RELATED; MIAMI, FL; 5% OWNERSHIP; 06/2025; 3 HOURS PER MONTH; 0 DURING TRADING; RETAIL AND WHOLESALE PRODUCT SALES BREWSTER 48, LLC; INV RELATED; GREENWICH, CT; RENTAL;50% OWNERSHIP; START DATE: 09/28/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - BREWSTER; INV RELATED; OAK BLUFFS, CT; RENTAL;50% OWNERSHIP; START DATE: 09/29/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
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