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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 07/2025 | 02/2026 |
| Lancaster Investing Llc | West Palm Beach | FL | 07/2024 | 07/2025 |
| Banyan Hill Publishing | Boynton Beach | FL | 01/2018 | 07/2024 |
| Weiss Research Inc. | Palm Beach Gardens | FL | 05/2016 | 12/2017 |
| Castle Wealth Management | Boynton Beach | FL | 02/2026 | 06/2026 |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 06/2026 | Present |
Effective 6/15/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-16 |
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