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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2019-02-14 |
| TX | RA | APPROVED | 2019-01-31 |
Branch Locations
225 South Street, Morristown, NJ 07960 • United States
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 04/2013 | 12/2018 |
| Tiaa | New York | NY | 04/2013 | 12/2018 |
| J.P. Morgan Securities Llc | Morristown | NJ | 01/2019 | Present |
| Jpmorgan Chase Bank, N.A. | Morristown | NJ | 01/2019 | Present |
| Fairleigh Dickinson University | Madison | NJ | 01/2020 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-27 |
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