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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Estero | FL | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Estero | FL | 08/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2016 | 08/2025 |
| Bank Of America | New York | NY | 08/2016 | 08/2025 |
| M Search Llc | New York | NY | 01/2011 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-27 |
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