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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| NY | RA | APPROVED | 2024-07-05 |
Branch Locations
385 Route 25A, Ste. 5, Miller Place, NY 11764 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oyster Bay | NY | 06/2022 | 06/2024 |
| Network Capital | New York City | NY | 10/2021 | 05/2022 |
| Docusign | Seattle | WA | 04/2021 | 10/2021 |
| Yellow Door Taqueria | Boston | MA | 02/2020 | 08/2020 |
| Searsucker | San Diego | CA | 09/2016 | 11/2019 |
| Marvi Inc | Kings Park | NY | 02/2022 | 09/2022 |
| Bank Of America, N.A. | Oyster Bay | NY | 06/2022 | 06/2024 |
| La Mesa Farmers Inc | San Diego | CA | 02/2021 | 04/2021 |
| Boston Tavern Co | Boston | MA | 02/2020 | 03/2020 |
| J.P. Morgan Securities Llc | Miller Place | NY | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Miller Place | NY | 07/2024 | Present |
| The Holding Company | San Diego | CA | 04/2021 | 09/2021 |
| Popular Properties | Boston | MA | 08/2020 | 01/2021 |
| The Holding Company | San Diego | CA | 07/2019 | 11/2019 |
| Unemployed | Boston | MA | 12/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-11 |
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