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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 10/2025 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 10/2025 | Present |
| Tannenbaum Capital Group | West Palm Beach | FL | 11/2021 | 06/2025 |
| Wells Fargo Asset Management | Menomonee Falls | WI | 07/2017 | 10/2021 |
| Alpha Investment Conslting Group | Milwaukee | WI | 11/2016 | 05/2017 |
| Marquette University | Milwaukee | WI | 08/2013 | 05/2017 |
| Unemployed | Milwaukee | WI | 06/2017 | 06/2017 |
| Unemployed | West Palm Beach | FL | 07/2025 | 09/2025 |
| 6411 Lake Avenue Llc | West Palm Beach | FL | 04/2023 | Present |
Entity Name: 6411 Lake Avenue LLC Investment related: No Address: West Palm Beach, FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sole owner of single member LLC (6411 Lake Avenue LLC) where rental property is held. I owned the property as my primary residence when I first moved to West Palm Beach. Now I rent it out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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