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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc. | Forest Hills | NY | 06/2019 | 10/2019 |
| Td Ameritrade Inc/Td Ameritrade Investment Management Llc | Forest Hills | NY | 02/2020 | 01/2021 |
| Td Ameritrade Financial Services Co. | Forest Hills | NY | 08/2019 | 10/2019 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2021 | 08/2022 |
| J.P. Morgan Securities Llc | New York | NY | 06/2021 | 08/2022 |
| Unemployed | Smithtown | NY | 11/2019 | 01/2020 |
| Unemployed | Long Island City | NY | 02/2021 | 05/2021 |
| Unemployed | Smithtown | NY | 09/2014 | 05/2019 |
| United Asset Strategies | Garden City | NY | 09/2022 | 11/2022 |
| Td Wealth | Melville | NY | 02/2023 | 08/2024 |
| Td Private Client Wealth Llc | Melville | NY | 02/2023 | 08/2024 |
| J.P. Morgan Securities Llc | West Islip | NY | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | West Islip | NY | 08/2024 | Present |
| Unemployed | Smithtown | NY | 12/2022 | 01/2023 |
| Decisionhr | Garden City | NY | 08/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-30 |
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