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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-02 |
| TX | RA | APPROVED | 2022-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lions Assurance Financial | New York | NY | 06/2018 | 08/2018 |
| Trustworthy Accounting Tax Services | Flushing | NY | 02/2018 | 04/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2019 | 06/2021 |
| Northwestern Mutual Investment Services Llc | New York | NY | 04/2019 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Flushing | NY | 10/2021 | Present |
| J.P. Morgan Securities Llc | Flushing | NY | 10/2021 | Present |
| Unemployed | New York | NY | 10/2011 | 01/2018 |
| Unemployed | Flushing | NY | 05/2018 | 05/2018 |
| Unemployed | Flushing | NY | 09/2018 | 03/2019 |
| Unemployed | Flushing | NY | 07/2021 | 09/2021 |
| C.A.R.E.S | New York | NY | 05/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-26 |
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