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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A | Little Neck | NY | 10/2020 | 03/2022 |
| Td Bank N.A | Forest Hills | NY | 03/2022 | 08/2025 |
| Td Bank N.A. | Auburndale | NY | 09/2017 | 10/2020 |
| Target | College Point | NY | 10/2016 | 06/2017 |
| Baruch College | New York | NY | 01/2014 | 12/2016 |
| J.P. Morgan Securities Llc | Flushing | NY | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Flushing | NY | 08/2025 | Present |
| Unemployed | Whitestone | NY | 07/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-05 |
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