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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-21 |
| VA | RA | APPROVED | 2024-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 08/2022 | 05/2023 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2022 | 05/2023 |
| United States Marine Corps | New York | NY | 10/2011 | 06/2022 |
| Hbcoding Llc | New York | NY | 06/2019 | 07/2023 |
| Amerivet Securities, Inc. | New York | NY | 10/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 07/2024 | Present |
| Bank Of America, N.A. | Norfolk | VA | 08/2024 | Present |
I*3320265 Entity Type: N/A Name of OBA: Rental Property 1 Address: Portsmouth, Virginia, 23704 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01/01/2026 Number of Hours: 7, Weekly Number of Hours during trading: 0, Weekly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-09 |
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