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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-12-01 |
| PA | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
500 Dupont Field Blvd. Suite 300, Greenville, DE 19807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Philadelphia | PA | 01/2017 | 09/2022 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 01/2017 | 09/2022 |
| One Tree Hill Partners Lp | Radnor | PA | 07/2011 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Media | PA | 09/2022 | 11/2025 |
| Bank Of America, N.A. | Media | PA | 10/2022 | 11/2025 |
| Morgan Stanley Smith Barney Llc | Greenville | DE | 12/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-25 |
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