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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
| FL | RA | APPROVED | 2022-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 12/2010 | 05/2017 |
| Citizens Securities Inc | Pittsburgh | PA | 05/2017 | 11/2017 |
| Pnc Bank | Naples | FL | 02/2018 | 07/2019 |
| Fifth Third Bank | Naples | FL | 07/2019 | 07/2021 |
| Unemployed | Naples | FL | 12/2017 | 01/2018 |
| Fifth Third Securities | Naples | FL | 07/2019 | 07/2021 |
| Jpmorgan Chase Bank, N.A. | Naples | FL | 01/2022 | Present |
| J.P. Morgan Securities Llc | Naples | FL | 01/2022 | Present |
| Fifth Third Bank, Na | Naples | FL | 07/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-28 |
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