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1400 Broadway 16Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-18 |
Branch Locations
1400 Broadway, 16Th Floor, New York, NY 10018 • USA
1400 Broadway, 16Th Floor, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 09/2022 | 01/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 09/2022 | 01/2024 |
| Hsbc | New York | NY | 06/2018 | 09/2022 |
| Evercore Wealth Management | New York | NY | 01/2016 | 06/2018 |
| Hsbc Securities (Usa) Inc. | New York | NY | 05/2024 | 08/2025 |
| Hsbc Bank Usa National Association | New York | NY | 04/2024 | 08/2025 |
| Flagstar Advisors/Flagstar Bank, N.A. | New York | NY | 08/2025 | 06/2026 |
| Flagstar Securities, Inc/Flagstar Bank, N.A. | New York | NY | 07/2026 | Present |
1.) Flagstar Bank, N.A..; Not Investment Related; 102 Duffy Avenue, Hicksville, NY 11801; Employed as Head of Family Advisory and Trust, Executive Vice President; Started August 29, 2025; Full time employment. 2.) Society of Trust and Estate Practitioners: Not investment Related: 909 3rd Avenue, Unit 6877, New York, NY 10150: Chair-Board Member: Started January 1, 2026; Devote 2 hours weekly during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-19 |
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