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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 | 2025-07-10 |
| CT | RA | APPROVED | 2024-08-13 |
Branch Locations
2500 Westchester Ave Ste 201 [C3-Rbo], Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Cos Cob | CT | 06/2016 | 12/2019 |
| Sound Beach Mobil | Old Greenwich, | CT | 07/2011 | Present |
| Jpmorgan Securities Llc | Coscob | CT | 06/2016 | 12/2019 |
| People'S Securities, Inc | Fairfield | CT | 10/2021 | 02/2024 |
| Lpl Financial Llc | Fairfield | CT | 08/2022 | 02/2024 |
| Wells Fargo Clearing Services, Llc | Wilton | CT | 08/2024 | Present |
| Wells Fargo Bank, Na | Wilton | CT | 08/2024 | Present |
Sound Beach Mobil Service Station - Not Investment Related - 205 Sound Beach Ave, Old Greenwich, CT 06870 - Outside/W-2 Part-Time Employment - Weekend Day Supervisor - Start Date: 07/01/2011 - 50 Hours Per Month/0 Hours During Securities Trading. Open and supervise storefront and cashier.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-22 |
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