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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-26 |
| IL | RA | APPROVED | 2025-03-26 |
| TX | RA | APPROVED | 2025-03-26 |
Branch Locations
318 West Adams Street Suite 1200A, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Northbrook | IL | 07/2011 | 03/2020 |
| Jpmorgan Chase Bank Na | Northbrook | IL | 07/2011 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 03/2020 | 03/2025 |
| Bank Of America N.A. | Chicago | IL | 03/2020 | 03/2025 |
| Janney Montgomery Scott Llc | Chicago | IL | 03/2025 | Present |
Daniel Murphy Scholarship Foundation, Chicago, IL. Associate Board Member (08/2011) - review applications of prospective students. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-26 |
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