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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Newark | PA | 05/2026 | Present |
| J.P. Morgan Securities Llc | Newark | DE | 05/2026 | Present |
| Envestnet | Berwyn | PA | 09/2024 | 05/2026 |
| Massachusetts Mutual Life Insurance Co | Newtown Square | PA | 01/2024 | 09/2024 |
| Creative Financial Group | Newtown Square | PA | 07/2022 | 04/2024 |
| Holy Family University | Philadelphia | PA | 08/2019 | 05/2023 |
| The Buck Hotel | Feasterville-Trevose | PA | 10/2017 | 11/2019 |
| Unemployed | Philadelphia | PA | 05/2016 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
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