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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-08 |
| IL | RA | APPROVED | 2026-04-07 |
| NY | RA | APPROVED | 2026-04-07 |
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
390 Madison Ave Floor 11, New York, NY 10017 • United States
390 Madison Ave, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2026 | Present |
| Citizens Bank | New York | NY | 03/2025 | 03/2026 |
| Unemployed | Valley Stream | NY | 02/2025 | 02/2025 |
| Concorde Asset Management | Ann Arbor | MI | 08/2024 | 01/2025 |
| Unemployed | Austin | TX | 10/2023 | 07/2024 |
| Pimco | Austin | TX | 07/2019 | 09/2023 |
| Unemployed | Valley Stream | NY | 09/2018 | 06/2019 |
| Pimco | New York | NY | 06/2018 | 08/2018 |
| Unemployed | Valley Stream | NY | 05/2017 | 05/2018 |
| Citigroup | Hicksville | NY | 10/2015 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-01 |
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