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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2026-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Garden City | NY | 07/2026 | Present |
| J.P. Morgan Securities Llc | Garden City | NY | 07/2026 | Present |
| Bernstein Private Wealth Management | New York | NY | 03/2023 | 07/2026 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2021 | 03/2023 |
| Atria Wealth Solutions | New York | NY | 09/2018 | 04/2021 |
| Deloitte Consulting | New York | NY | 11/2015 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-12 |
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