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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-03-21 |
| TX | RA | APPROVED | 2022-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Washington | DC | 08/2019 | 04/2021 |
| Unemployed | Alexandria | VA | 07/2019 | 07/2019 |
| Apple Federal Credit Union | Fairfax | VA | 07/2017 | 06/2019 |
| Wells Fargo | Annandale | VA | 06/2012 | 05/2017 |
| J P Morgan Chase | Washington | DC | 08/2019 | 04/2021 |
| Unemployed | Alexandria | VA | 06/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2021 | Present |
I*: 2582260 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Alexandria, VA 22304 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 06/16/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Sole owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-09 |
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