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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-09 |
Branch Locations
2029 Century Park E, Los Angeles, CA 90067 • United States
3901 North Federal Highway, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boca Raton | FL | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | 10/2018 |
| Rbc Wealth Management | Boca Raton | FL | 10/2018 | 03/2024 |
| Steelpeak Wealth, Llc | Boca Raton | FL | 02/2024 | 10/2025 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 11/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 11/2025 | Present |
Effective 11/3/2025 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-10 |
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