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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
| NY | RA | APPROVED | 2025-09-12 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2015 | 08/2018 |
| Bank Of America, N.A. | New York | NY | 08/2015 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2018 | 09/2025 |
| Jpmorgan Securities, Llc. | New York | NY | 08/2018 | 09/2025 |
| Wego Solutions Llc | Merrick | NY | 05/2013 | Present |
| 2594 Norton Llc | Boynton Beach | FL | 10/2024 | Present |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
(1) 2594 Norton LLC / Not Investment Related / Private Residence / Real Estate / Owner/Partner / Start 06-October-2024 / 0-10 hours devoted weekly / 0 during trading / Real Estate Holding LLC to hold new primary residence we are purchasing. (2) In the Money Solutions LLC / Not Investment Related / Merrick, NY / Inactive Company / Owner/Partner / Start 30-January-2010 / 0-10 hours devoted weekly / 0 during trading / This is an LLC I own that used (prior to 2015/16) to operate a business which was sold by the LLC. I originally disclosed this during my onboarding to JPMC and am not sure why it no longer shows in iComply. The LLC owns nothing, has no business activities and receives no revenues. It is essentially an empty shell company at this point. I have only kept it alive in case I need an LLC in the future to avoid unnecessary expenses of filing a new one. (3) Wego Solutions LLC / Not Investment Related / Merrick, NY / The company developed a software which was marketed to hospitality venues. The company is no longer operating. I received sweat equity which has not been dissolved. / Partial Owner / Start 30-May-2013 / 0 hours / Passive LLC member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-06 |
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