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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | New York | NY | 01/2017 | 12/2021 |
| Unemployed | New York | NY | 09/2016 | 01/2017 |
| Morgan Stanley | New York | NY | 08/2022 | 08/2024 |
| E*Trade Securities Llc | Melville | NY | 01/2017 | 09/2023 |
| Morgan Stanley | Melville | NY | 08/2022 | 08/2024 |
| J.P. Morgan Securities Llc | Long Island City | NY | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Long Island City | NY | 01/2025 | Present |
| Unemployed | Cold Springs Harbor | NY | 09/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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