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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED_RES | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Miami | FL | 05/2026 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 05/2026 | Present |
| Unemployed | Miami | FL | 05/2025 | 04/2026 |
| Vontobel Swiss Financial Advisers | Miami | FL | 11/2023 | 04/2025 |
| Unemployed | Miami | FL | 05/2023 | 10/2023 |
| Citibank N.A | Miami | FL | 12/2006 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2015-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-04 |
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