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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-06 |
| TX | RA | APPROVED | 2024-02-05 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | St. Louis | MO | 12/2015 | 05/2019 |
| Morgan Stanley | New York | NY | 01/2022 | 09/2023 |
| Manhattan Exercise Company, Llc | New York | NY | 09/2015 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 11/2023 | Present |
| J.P. Morgan Securities Llc | Summit | NJ | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-01 |
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