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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-13 |
| TX | RA | APPROVED_RES | 2025-11-03 |
| PA | RA | APPROVED | 2025-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New Britain | PA | 10/2025 | Present |
| J.P. Morgan Securities Llc | New Britain | PA | 10/2025 | Present |
| Unemployed | Langhorne | PA | 08/2024 | 09/2025 |
| Citizens Securities Llc | Fort Washington | PA | 01/2024 | 07/2024 |
| Citizens Bank | Fort Washington | PA | 01/2024 | 07/2024 |
| Unemployed | Langhorne | PA | 12/2023 | 12/2023 |
| Lincoln Financial Distributors, Inc | Radnor | PA | 03/2023 | 11/2023 |
| Lincoln Financial Group | Radnor | PA | 03/2023 | 11/2023 |
| Fidelity Investments | Warrington | PA | 03/2022 | 03/2023 |
| Fidelity Brokerage Services | Warrington | PA | 03/2022 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southampton | PA | 01/2020 | 03/2022 |
| Bank Of America | Southampton | PA | 01/2020 | 03/2022 |
| Ascensus | Dresher | PA | 10/2019 | 12/2019 |
| Unemployed | Langhorne | PA | 06/2019 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 08/2014 | 05/2019 |
| Bank Of America/Merrill Edge | Pennington | NJ | 08/2014 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-25 |
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