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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-04 |
Branch Locations
68 S Service Rd Ste 200 [Mi-Rbo], Melville, NY 11747 • United States
58 S Service Rd, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Melville | NY | 05/2026 | Present |
| Wells Fargo Bank, Na | Melville | NY | 05/2026 | Present |
| J.P. Morgan Securities Llc | Brooklyn | NY | 10/2013 | 05/2019 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 09/2013 | 05/2019 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 06/2021 | 12/2022 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 06/2021 | 12/2022 |
| Bank Of America | New York | NY | 05/2019 | 06/2021 |
| Citibank | Brooklyn | NY | 12/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-16 |
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