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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-19 |
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 12/2025 | Present |
| J.P. Morgan Securities Llc | Philadelphia | PA | 12/2025 | Present |
| Wilmington Trust | Wilmington | DE | 05/2022 | 12/2025 |
| Citigroup Institutional Client Group | New Castle | DE | 03/2021 | 04/2022 |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 09/2020 | 03/2021 |
| Unemployed | Wilmington | DE | 12/2019 | 08/2020 |
| Bny Mellon | Valley Forge | PA | 08/2016 | 11/2019 |
| Tower Hill | Wilmington | DE | 03/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-02 |
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