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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-09 |
| TX | RA | APPROVED | 2022-05-09 |
Branch Locations
660 Newport Center Drive Suite 750, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | New York | NY | 10/2014 | 02/2017 |
| Welton Investment Partners Llc | New York | NY | 03/2017 | 12/2018 |
| Foreside Fund Services, Llc | New York | NY | 04/2017 | 12/2018 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 01/2019 | Present |
| Jpmorgan Securities, Llc. | New York | NY | 01/2019 | Present |
Effective 1/7/2019 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
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