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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-20 |
| TX | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co Llc | Atlanta | GA | 09/2010 | 12/2016 |
| First Republic Bank | Palm Beach | FL | 03/2017 | 07/2023 |
| First Republic Securities Company Llc | Palm Beach | FL | 03/2017 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 07/2023 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 09/2023 | Present |
| Unemployed | Palm City | FL | 01/2017 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-12 |
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