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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-31 |
| TX | RA | APPROVED | 2021-08-25 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Indian Harbour Beach | FL | 01/2013 | 11/2016 |
| Primerica Financial Services | Rockledge | FL | 07/2018 | 09/2018 |
| Pfs Investments Inc. | Rockledge | FL | 08/2018 | 10/2018 |
| Infiniti Of Melbourne | Melbourne | FL | 02/2018 | 07/2018 |
| Primerica Financial Services | Duluth | GA | 11/2016 | 02/2018 |
| Suntrust Investment Services Inc | Cocoa Beach | FL | 10/2018 | 08/2020 |
| Suntrust Bank/Truist | Cocoa Beach | FL | 10/2018 | 08/2020 |
| Sonata At Viera | Viera | FL | 09/2018 | 10/2018 |
| Suntrust Advisory Services, Inc. | Melbourne | FL | 01/2020 | 08/2021 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 08/2021 | Present |
| J.P. Morgan Securities Llc | Palm Beach Gardens | FL | 08/2021 | Present |
| Aflac Field Force - Independent Contractor | Viera | FL | 05/2018 | 09/2018 |
Effective 8/9/2021 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-24 |
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