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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-23 |
| PA | RA | APPROVED | 2024-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Nank, N.A. | Wilmington | DE | 01/2023 | 07/2024 |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 06/2022 | 01/2023 |
| Jpmorgan Chase & Co. | Philadelphia | PA | 06/2021 | 05/2022 |
| Nike | Philadelphia | PA | 10/2019 | 11/2020 |
| Merrill Lynch At Bank Of America | Philadelphia | PA | 05/2019 | 08/2019 |
| Modell's Sporting Goods | Philadelphia | PA | 10/2017 | 08/2018 |
| Science Leadership Academy At Beeber | Philadelphia | PA | 09/2014 | 06/2018 |
| Temple University | Philadelphia | PA | 08/2018 | 05/2022 |
| Amazon.cOm, Inc. | Philadelphia | PA | 01/2021 | 03/2021 |
| Albertsons Companies, Inc. | Philadelphia | PA | 07/2017 | 09/2017 |
| Honeygrow | Bala Cynwyd | PA | 06/2017 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 07/2024 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-05 |
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