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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Miami | FL | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 03/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura | FL | 07/2022 | 03/2026 |
| Bank Of America | Aventura | FL | 07/2022 | 03/2026 |
| Pnc | Charleston | SC | 01/2022 | 06/2022 |
| Regions Bank | Charleston | SC | 10/2021 | 12/2021 |
| Citigroup/Citibank | Miami | FL | 10/2016 | 09/2021 |
| Comcast | Miami | FL | 09/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-13 |
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