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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| FL | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 07/2026 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 07/2026 | Present |
| Lpl Enterprise | Fort Lauderdale | FL | 06/2025 | 06/2026 |
| Bank Of America Private Bank | Palm Beach | FL | 07/2019 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | El Cerrito | CA | 07/2017 | 07/2019 |
| Massachusetts Mtual Life Insurance Co | Sacramento | CA | 05/2016 | 05/2018 |
| Merrill Lynch Wealth Management | Durham | NC | 10/2013 | 06/2017 |
NAME OF OTHER BUSINESS:2121 Parker Ave, LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,West Palm Beach,FL,33401,USA NATURE OF OTHER BUSINESS:Real Estate Property YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2025-09-17 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Real Estate owner IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-14 |
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