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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Don Haines | Hopewell | NJ | 12/2012 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Morristown | NJ | 05/2017 | 02/2020 |
| J.P. Morgan Securities Llc | Morristown | NJ | 05/2017 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 03/2020 | 04/2021 |
| Bank Of America, N.A. | Florham Park | NJ | 03/2020 | 04/2021 |
| Lpl Financial Llc | Cranford | NJ | 04/2021 | 02/2023 |
| Flagstar Bank/New York Community Bank | Cranford | NJ | 04/2021 | 02/2023 |
| Citizens Securities Inc. | Livingston | NJ | 02/2023 | 10/2023 |
| Lpl Financial Llc | Sayreville | NJ | 10/2023 | 03/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 03/2025 | 06/2025 |
| Mid Penn Bank | Harrisburg | PA | 03/2025 | 06/2025 |
| Flagstar Bank | Sayreville | NJ | 01/2024 | 03/2025 |
| Citizens Bank | Livingston | NJ | 02/2023 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Madison | NJ | 08/2025 | Present |
| J.P. Morgan Securities Llc | Madison | NJ | 08/2025 | Present |
| Unemployed | Hamilton Township | NJ | 07/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-06 |
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