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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-24 |
| WI | RA | APPROVED | 2024-07-24 |
Branch Locations
111 E. Wisconsin Ave, Milwaukee, WI 53202 • United States
4231 N Oakland Ave, Shorewood, WI 53211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Folsom | PA | 10/2022 | 07/2024 |
| Truist | Philadelphia | PA | 08/2021 | 10/2022 |
| Bank Of America | Philadelphia | PA | 05/2019 | 08/2021 |
| Unemployed | Philadelphia | PA | 01/2019 | 04/2019 |
| Eurasian Resources Group | Moscow | 07/2017 | 12/2018 | |
| Jsc Stroytransbeftegaz | Moscow | 08/2016 | 07/2017 | |
| Bank Of America, N.A. | Folsom | PA | 10/2022 | 07/2024 |
| J.P. Morgan Securities Llc | Milwaukee | WI | 07/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Milwaukee | WI | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-09 |
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