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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-08 |
Branch Locations
6965 Yellowstone Blvd, Forest Hills, NY 11375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Garden City | NY | 05/2014 | 06/2023 |
| Jp Morgan Chase Bank | Garden City | NY | 05/2014 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bayside | NY | 06/2023 | Present |
| Bank Of America N.A. | Bayside | NY | 08/2023 | Present |
I*2433299, Entity Type: Fiduciary role Name of OBA: C C R TTEE H H TTEE U/A DTD 04/02/2015 , Address: Brooklyn, New York, 11223, Investment Related: No, Position, Title, Association: Trustee, Employee State Date: 04/30/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Trustee for Uncle
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-25 |
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