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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-19 |
| TX | RA | APPROVED | 2021-08-19 |
Branch Locations
220 E Baltimore Ave, Media, PA 19063 • United States
4996 State Rd, Drexel Hill, PA 19026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 10/2011 | 07/2021 |
| Bank Of America, N.A. | Wayne | PA | 10/2011 | 07/2021 |
| J.P. Morgan Securities Llc | Media | PA | 08/2021 | Present |
| J.P. Morgan Chase Bank, N.A. | Media | PA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-25 |
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