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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-21 |
| TX | RA | APPROVED | 2023-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Philadelphia | PA | 10/2013 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 10/2022 | 08/2023 |
| Bank Of America, N.A. | Philadelphia | PA | 10/2022 | 08/2023 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 12/2023 | Present |
| Jpmorgan Chase Bank (Ky) | Philadelphia | PA | 12/2023 | Present |
| Unemployed | Philadelphia | PA | 09/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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