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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-22 |
| NY | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Ardsley | NY | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Ardsley | NY | 01/2026 | Present |
| Unemployed | Yonkers | NY | 12/2025 | 01/2026 |
| Charles Schwab & Co., Inc. | Scarsdale | NY | 01/2022 | 11/2025 |
| Charles Schwab & Co/Td Ameritrade | Scarsdale | NY | 07/2021 | 11/2025 |
| Unemployed | Yonkers | NY | 12/2020 | 06/2021 |
| Teachers Ins Annuity Associate/Tiaa | White Plains | NY | 01/2016 | 11/2020 |
Entity Name: Colonial Towne Homes Condo. Investment related: No Address: Private Residence Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the President of the board of managers for Colonial Town Homes Co. CTH is a self managed condominium, managed by homeowners of the community. As a officer of the board of managers, I help make decisions regarding maintenance of the property as well enforcing homeowner adherence of the condo bylaws.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-17 |
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