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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-14 |
| TX | RA | APPROVED_RES | 2024-05-14 |
Branch Locations
34 Popham Rd, Scarsdale, NY 10583 • United States
8 East Parkway, Scarsdale, NY 10583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2015 | 11/2021 |
| J.P. Morgan Securities Llc | New York | NY | 07/2015 | 11/2021 |
| Re-Engineered Business Solutions | Brooklyn | NY | 01/2016 | 02/2017 |
| Citigroup | New York | NY | 11/2021 | 04/2024 |
| J.P. Morgan Securities Llc | Scarsdale | NY | 05/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Scarsdale | NY | 05/2024 | Present |
| Citi Private Alternatives, Llc | New York | NY | 11/2021 | 04/2024 |
| Citigroup Global Markets Inc. | New York | NY | 11/2021 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-03 |
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