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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-04 |
| CT | RA | APPROVED | 2026-06-03 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2019-03-22 |
| TX | RA | APPROVED | 2019-03-21 |
Branch Locations
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
216 Old Country Road Floor 03, Mineola, NY 11501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2016 | 02/2019 |
| Morgan Stanley Services Group Inc. | New York | NY | 03/2017 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 03/2019 | Present |
| Jpmorgan Securities, Llc. | Brooklyn | NY | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-16 |
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