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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED | 2026-03-13 |
Branch Locations
1166 Avenue Of The Americas 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New Yok | NY | 12/2009 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2020 |
| First Republic Securities Company, Llc | New York | NY | 05/2020 | 09/2023 |
| First Republic Investment Management, Inc. | New York | NY | 05/2020 | 09/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | 01/2026 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2023 | 01/2026 |
| Janney Montgomery Scott Llc | Midtown | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-18 |
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