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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-15 |
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
216 Old Country Rd, Mineola , NY 11501 • United States
216 Old Country Road, Mineola, NY 11501 • United States
82 Seventh St., Garden City, NY 11530 • United States
330 Plandome Road, Manhassett, NY 11030 • United States
2360 Jericho Tpke, Garden City Park, NY 11040 • United States
115 Main Street, Port Washington, NY 11050 • United States
425 Glen Cove Rd., Roslyn Heights, NY 11577 • United States
22 Grace Avenue, Great Neck, NY 11021 • United States
410 Northern Boulevard, Great Neck, NY 11021 • United States
675 Middle Neck Road, Great Neck, NY 11023 • United States
2335 New Hyde Park Road, New Hyde Park, NY 11042 • United States
138 Hillside Avenue, Williston Park, NY 11596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | Garden City | NY | 06/2016 | 06/2019 |
| Morgan Stanley | Jericho | NY | 06/2009 | 02/2024 |
| J.P. Morgan Securities Llc | Mineola | NY | 03/2024 | Present |
Entity Name: 3 Loyola Road, Elizaville, NY 12523 Investment related: No Address: 3 Loyola Road, Elizaville, NY 12523 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/10/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment Property - no connection to role or JPMChase
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-02 |
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