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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Boston | MA | 06/2022 | 05/2023 |
| Oracle | Burlington | MA | 08/2020 | 06/2022 |
| Ocean Beach & Bay Club | Lavallette | NJ | 05/2020 | 08/2020 |
| Bucknell University | Lewisburg | PA | 08/2016 | 05/2020 |
| Pensionmark Financial Group | New York | NY | 06/2019 | 08/2019 |
| Brevet Capital Management | New York | NY | 06/2018 | 08/2018 |
| Ocean Beach & Bay Club | Lavallette | NJ | 05/2017 | 08/2017 |
| J.P. Morgan Securities Llc | Boston | MA | 05/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 05/2023 | Present |
Effective 5/8/2023 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-07 |
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