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116 Terry Road Floor 1, Smithtown, NY 11787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-02 |
| NY | RA | APPROVED | 2024-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2015 | 05/2021 |
| J.P. Morgan Securities Llc | New York | NY | 12/2019 | 05/2021 |
| Draper Asset Management, Llc | Smithtown | NY | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
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