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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| York Investment Partners / Raymond James Financial Services | York | ME | 04/2016 | 09/2016 |
| Raymond James Financial Services Advisors Inc. | York | ME | 04/2016 | 09/2016 |
| Patrick Capital Markets, Llc | South Glastonbury | CT | 09/2016 | 03/2018 |
| Ubs Financial Services Inc. | Concord | NH | 03/2018 | 07/2019 |
| Usi Securities, Inc. | Glastonbury | CT | 06/2020 | 12/2022 |
| Usi Insurance Services | Glastonbury | CT | 06/2020 | 08/2022 |
| Unemployed | South Glastonbury | CT | 08/2019 | 05/2020 |
| Ubs | Concord | NH | 03/2018 | 07/2019 |
| Peidmont Capital Distributors / Patrick Capital Markets | South Glastonbury | CT | 09/2016 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Enfield | CT | 03/2023 | Present |
| J.P. Morgan Securities Llc | Enfield | CT | 03/2023 | Present |
| Unemployed | South Glastonbury | CT | 01/2023 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-11 |
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