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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-19 |
| TX | RA | APPROVED | 2025-06-18 |
| NY | RA | APPROVED | 2024-06-06 |
Branch Locations
599 Speedwell Ave, Morris Plains, NJ 07950 • United States
1217 Route 206, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Surgical Motion Technologies | Albertson | NY | 12/2015 | 01/2020 |
| Conmed Corporation | Largo | FL | 02/2020 | 06/2022 |
| New York Life Insurance Company | Staten Island | NY | 06/2022 | 05/2024 |
| Nylife Securities Llc | Staten Island | NY | 06/2022 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Morris Plains | NJ | 05/2024 | Present |
| J.P. Morgan Securities Llc | Morris Plains | NJ | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-20 |
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