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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-07 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2020-12-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | White Plains | NY | 06/2010 | 12/2019 |
| Mml Investors Services, Llc | White Plains | NY | 11/2010 | 12/2019 |
| Equity Services Inc | Monpelier | VT | 01/2020 | 05/2020 |
| National Life Group | Whiteplains | NY | 12/2019 | 11/2020 |
| J.P. Morgan Securities Llc | Nanuet | NY | 12/2020 | Present |
| Jp Morgan Chase Bank, N.A. | Nanuet | NY | 12/2020 | Present |
| Golden Retirement, Llc | New York | NY | 05/2020 | 11/2020 |
Entity Name: rental property Investment related: Y Address: Chatham. MA 02633 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/15/1996 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I rent out my vacation home a month every summer. This activity is not related to my JPMC role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-10 |
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