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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Libertyville | IL | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Libertyville | IL | 01/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Libertyville | IL | 07/2022 | 01/2026 |
| Bank Of America | Libertyville | IL | 07/2022 | 01/2026 |
| Unemployed | Long Grove | IL | 10/2021 | 06/2022 |
| Howard Packing | Skokie | IL | 07/2021 | 09/2021 |
| Unemployed | Long Grove | IL | 10/2019 | 06/2021 |
| Wells Fargo Advisors/Wells Fargo Bank | Deerfield | IL | 06/2019 | 09/2019 |
| Unemployed | Fontana | WI | 10/2018 | 05/2019 |
| The Abbey Resort & Avani Spa | Fontana On Lake Geneva Lake | WI | 05/2018 | 09/2018 |
| Unemployed | Gurnee | IL | 01/2016 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-31 |
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