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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-24 |
| NY | RA | APPROVED | 2024-01-18 |
Branch Locations
Floral Park, NY • United States
82 7Th St, Garden City, NY 11530 • United States
925 Westchester Avenue Floor 04, White Plains, NY 10604 • United States
Jamesport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Melville | NY | 06/2016 | 03/2022 |
| Wells Fargo Clearing Services | Melville | NY | 02/2021 | 03/2022 |
| First Republic Securities Company, Llc | Greenwich | CT | 03/2022 | 10/2023 |
| First Republic Investment Management, Inc. | Greenwich | CT | 03/2022 | 09/2023 |
| J.P. Morgan Securities Llc | Melville | NY | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Melville | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-18 |
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