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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| VA | RA | APPROVED | 2026-03-26 |
Branch Locations
11951 Freedom Drive Suite 1200, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Washington | DC | 10/2009 | 03/2026 |
| J.P. Morgan Chase Bank, N.A. | Washington | DC | 10/2005 | 03/2026 |
| Pa Army National Guard | Kingston | PA | 07/2000 | Present |
| Morgan Stanley Smith Barney Llc | Reston | VA | 03/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
*688215 - National Guard Association of the United States; Investment Related - No; Washington, District of Columbia; military and veteran service association; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 5; Business Development/Growth, Administrative (2) Pennsylvania Army National Guard / Ft Indiantown Gap, PA / Battalion Commander since December 2023 / 1 hour per month, 1 weekend per month, 2 weeks in the summer is the minimum requirement / 0 during trading / Command a training unit of 30 soldiers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-26 |
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