Charles C. Richardson

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-08-14
NY	RA	APPROVED	2026-06-24
TX	RA	APPROVED	2026-06-24

Branch Locations

Hoboken, NJ • United States

302 West 12Th St., New York, NY 10014 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	New York	NY	06/2026	Present
Jpmorgan Chase Bank, N.A.	New York	NY	06/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	04/2022	06/2026
Gellert Global Group/Atlanta Corp	Elizabeth	NJ	01/2022	04/2022
Montclair Kimberly Academy/Mk Academy	Montclair	NJ	01/2021	03/2022
The Montclair Kimberley Academy	Montclair	NJ	06/2021	08/2021
Unemployed	Montclair	NJ	06/2016	06/2021

06/2026 → Present

J.P. Morgan Securities Llc

New York, NY
06/2026 → Present

Jpmorgan Chase Bank, N.A.

New York, NY
04/2022 → 06/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
01/2022 → 04/2022

Gellert Global Group/Atlanta Corp

Elizabeth, NJ
01/2021 → 03/2022

Montclair Kimberly Academy/Mk Academy

Montclair, NJ
06/2021 → 08/2021

The Montclair Kimberley Academy

Montclair , NJ
06/2016 → 06/2021

Unemployed

Montclair, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-06

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