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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 03/2026 | Present |
| J.P. Morgan Securities Llc | Summit | NJ | 03/2026 | Present |
| Unemployed | New York | NY | 01/2026 | 02/2026 |
| Evercore | New York | NY | 07/2024 | 12/2025 |
| Evercore | New York | NY | 10/2021 | 06/2024 |
| American Corporate Partners | New York | NY | 08/2020 | 10/2021 |
| Unemployed | Greenwich | CT | 06/2020 | 07/2020 |
| Johns Hopkins University | Washington, D.C. | DC | 08/2018 | 05/2020 |
| Narrative Strategies | Washington, D.C. | DC | 06/2019 | 01/2020 |
| Cgcn | Washington D.C. | DC | 06/2019 | 08/2019 |
| Johns Hopkins University | Baltimore | MD | 08/2015 | 05/2019 |
| Memorial Sloan Kettering | New York | NY | 05/2018 | 08/2018 |
| Academy Securities | New York | NY | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-20 |
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