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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-30 |
| TX | RA | APPROVED_RES | 2024-04-30 |
Branch Locations
7 West Main Street, Riverhead, NY 11901 • United States
120 Main St, Port Jefferson, NY 11777 • United States
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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Bayshore | NY | 05/2015 | 03/2024 |
| Citigroup | Bayshore | NY | 05/2015 | 03/2024 |
| Nyrr Inc | Bayshore | NY | 11/2016 | 11/2016 |
| J.P. Morgan Securities Llc | Port Jefferson | NY | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Port Jefferson | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-23 |
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