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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-06-18 |
| TX | RA | APPROVED_RES | 2021-06-17 |
Branch Locations
2272 Black Rock Turnpike, Fairfield, CT 06825 • United States
1151 Silas Deane Hwy, Wethersfield, CT 06109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | New York | NY | 09/2013 | 09/2016 |
| Guardian Life Ins | Purchase | NY | 03/2017 | 09/2017 |
| Park Avenue Securities | Purchase | NY | 11/2016 | 10/2017 |
| Citigroup | Bedford | NY | 10/2017 | 06/2021 |
| Unemployed | Fairfield | CT | 10/2016 | 10/2016 |
| Jp Morgan Chase Bank, N.A. | Wilton | CT | 06/2021 | Present |
| J.P. Morgan Securities Llc | Wilton | CT | 06/2021 | Present |
| Opus Advisory Group,Llc | Rye Brook | NY | 12/2016 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-29 |
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