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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-12 |
| MD | RA | APPROVED | 2025-01-12 |
| TX | RA | APPROVED | 2025-01-04 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
875 15Th Street Nw 7Th Floor, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | Washington | DC | 06/2021 | 09/2024 |
| The Johns Hopkins University | Baltimore | MD | 06/2019 | 03/2020 |
| Leveling The Playing Field, Inc. | Baltimore | MD | 11/2018 | 06/2019 |
| Ruffalo Noel Levitz | Baltimore | MD | 09/2018 | 11/2018 |
| Leveling The Playing Field, Inc. | Baltimore | MD | 02/2018 | 05/2018 |
| Johns Hopkins University | Baltimore | MD | 09/2017 | 05/2021 |
| J.P. Morgan Securities Llc | Washington | DC | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 09/2024 | Present |
| Unemployed | Vista | CA | 09/2014 | 08/2017 |
Effective 9/16/2024 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-30 |
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