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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-03-30 |
| NY | RA | APPROVED | 2023-03-30 |
| TX | RA | APPROVED | 2023-03-30 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
4 Landmark Square 2Nd Floor, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | West Harrison | NY | 06/2022 | 11/2022 |
| Jpmorgan Chase Bank, N.A. | West Harrison | NY | 06/2022 | 11/2022 |
| Paul Tudor Jones Ii Family Office | Greenwich | CT | 06/2021 | 08/2021 |
| Arcturus | New York | NY | 09/2020 | 01/2021 |
| Renaissance Macro Research | Darien | CT | 06/2019 | 08/2019 |
| Trinity College | Hartford | CT | 09/2018 | 05/2022 |
| Wee Burn Cc | Norwalk | CT | 05/2016 | 09/2019 |
| Houlihan Lawrence | Darien | CT | 07/2019 | 06/2022 |
| First Republic Securities Company, Llc | New York | NY | 11/2022 | 03/2023 |
| First Republic Investment Management, Inc. | New York | NY | 11/2022 | 03/2023 |
| Morgan Stanley Smith Barney Llc | New York | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-10 |
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