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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia | PA | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 08/2026 | Present |
| Trinity Wealth Securities, Llc | Philadelphia | PA | 02/2026 | 08/2026 |
| Tristate Financial Advisors | Philadelphia | PA | 09/2025 | 08/2026 |
| Florida Financial Advisors, Llc | Philadelphia | PA | 09/2025 | 08/2026 |
| Unemployed | Philadelphia | PA | 06/2025 | 08/2025 |
| Niagara University Ice Complex Inc | Niagara University | NY | 08/2021 | 05/2025 |
| China House | Edmond | OK | 08/2018 | 08/2021 |
| Unemployed | Edmond | OK | 08/2016 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-05 |
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