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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED_RES | 2026-02-18 |
Branch Locations
7255 Baymeadows Way Floor 3, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Jacksonville | FL | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 02/2026 | Present |
| Lpl | Silver Spring | MD | 09/2025 | 02/2026 |
| Unemployed | Silver Spring | MD | 02/2024 | 08/2025 |
| David Munson Ins | Bethesda | MD | 09/2023 | 01/2024 |
| State Farm | Bethesda | MD | 09/2023 | 01/2024 |
| Vrbo | Silver Spring | MD | 04/2023 | 01/2024 |
| Uber | Silver Spring | MD | 04/2023 | 01/2024 |
| Allstate | Silver Spring | MD | 01/2023 | 09/2023 |
| Unemployed | Silver Spring | MD | 12/2022 | 01/2023 |
| Pnc | Washington | DC | 01/2020 | 11/2022 |
| Edward Jones | Rockville | MD | 07/2019 | 12/2019 |
| Citigroup/Citibank | Laurel | MD | 06/2017 | 07/2019 |
| Unemployed | Silver Spring | MD | 03/2017 | 05/2017 |
| Td Ameritrade | North Bethesda | MD | 04/2009 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-31 |
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