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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED | 2024-03-22 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Philadelphia | PA | 03/2014 | 02/2017 |
| Bessemer Trust | New York | NY | 02/2017 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 05/2021 | Present |
| J.P. Morgan Securities Llc | Philadelphia | PA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S66 | Uniform Combined State Law Examination | 2014-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-04 |
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