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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-15 |
Branch Locations
One Bryant Park, New York, NY 10036 • United States
300 Broadhollow Rd, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | New York | NY | 11/2009 | 03/2017 |
| J.P. Morgan Chase Bank, Na | New York | NY | 11/2016 | 03/2017 |
| Jpm Institutional Investments Inc | New York | NY | 03/2017 | 07/2017 |
| Jpm Investment Management | New York | NY | 03/2017 | 07/2017 |
| Jpmorgan Chase Bank Na | New York | NY | 08/2017 | 08/2021 |
| Jpmorgan Securities Llc | New York | NY | 08/2017 | 08/2021 |
| Citigroup | New York | NY | 08/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-15 |
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