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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-13 |
| TX | RA | APPROVED_RES | 2024-03-13 |
Branch Locations
3424 Peachtree Road Ne Floor 17 & 18, Atlanta, GA 30326 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siena College | Albany | NY | 09/2015 | 05/2019 |
| Hodorowski Homes | Schenectady | NY | 05/2018 | 08/2018 |
| Trimarc Wealth Management | Saratoga Springs | NY | 05/2017 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 11/2019 | 06/2020 |
| Unemployed | Schenectady | NY | 05/2019 | 11/2019 |
| Equitable Advisors, Llc | New York | NY | 11/2019 | 06/2022 |
| First Republic Securities Company, Llc | New York | NY | 11/2022 | 09/2023 |
| First Republic Investment Management, Inc | New York | NY | 11/2022 | Present |
| Unemployed | Albany | NY | 06/2022 | 11/2022 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-20 |
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