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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-04-28 |
| MD | RA | APPROVED | 2022-04-25 |
| TX | RA | APPROVED | 2022-04-25 |
Branch Locations
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
875 15Th Street Nw 7Th Floor, Washington, DC 20005 • United States
Easton, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amg Funds Llc | Norwalk | CT | 04/2015 | 10/2019 |
| Unemployed | Darnestown | MD | 10/2019 | 01/2021 |
| Vision 4 Fund Distributors Llc | Scottsdale | AZ | 01/2021 | 06/2021 |
| J.P. Morgan Securities Llc | Washington | DC | 06/2021 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 06/2021 | Present |
| J.P. Morgan Securities Llc | Washington | DC | 12/2021 | Present |
Effective 12/21/2021 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-18 |
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