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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-14 |
| CT | RA | APPROVED | 2026-05-08 |
| FL | RA | APPROVED | 2024-05-28 |
| TX | RA | APPROVED | 2024-05-22 |
Branch Locations
559 Newfield Ave, Stamford, CT 06905 • United States
1037 High Ridge Road, Stamford, CT 06905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Boca Raton | FL | 05/2020 | 06/2020 |
| Lowe's Home Improvement Center | Davie | FL | 10/2019 | 04/2020 |
| Wild Fork Foods | Fort Lauderdale | FL | 09/2018 | 12/2018 |
| Hobby Lobby | Deerfield Beach | FL | 04/2017 | 08/2018 |
| Flexshopper | Boca Raton | FL | 09/2020 | 10/2020 |
| Foresters Financial/Cetera Investors | Sunrise | FL | 06/2019 | 08/2019 |
| Ubs Financial Services Inc. | Charlotte | NC | 10/2020 | 06/2021 |
| Raymond James Financial Services, Inc | Fort Lauderdale | FL | 06/2021 | 02/2022 |
| Woodforest Wealth Strategies | Fort Lauderdale | FL | 06/2021 | 02/2022 |
| Woodforest Financial Services | Fort Lauderdale | FL | 06/2021 | 02/2022 |
| Bank Of America, N.A./Merrill Lynch | Hollywood | FL | 04/2022 | 05/2024 |
| B & B Pizza Partners, Llc | Delray Beach | FL | 02/2022 | 04/2022 |
| Unemployed | Deerfield Beach | FL | 09/2016 | 03/2017 |
| Unemployed | Davie | FL | 01/2019 | 05/2019 |
| Unemployed | Davie | FL | 09/2019 | 09/2019 |
| Infinity Sales Group Llc | Boca Raton | FL | 07/2020 | 07/2020 |
| Unemployed | Boca Raton | FL | 08/2020 | 08/2020 |
| J.P. Morgan Securities Llc | West Palm Beach | FL | 05/2024 | Present |
| Jpmorgan Chase Bank, N.A. | West Palm Beach | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
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