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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| CT | RA | APPROVED | 2026-07-23 |
Branch Locations
100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 07/2026 | Present |
| J.P. Morgan Securities Llc | Greenwich | CT | 07/2026 | Present |
| Sutton Place Investors Llc | Armonk | NY | 05/2023 | 07/2026 |
| Purshe Kaplan Sterling Investments Inc | Albany | NY | 06/2024 | 06/2026 |
| Massachusetts Mutual Life Insurance Co | New York | NY | 06/2023 | 06/2026 |
| Prudential Advisors | White Plains | NY | 04/2022 | 04/2023 |
| Unemployed | Danbury | CT | 10/2021 | 03/2022 |
| Citibank | Scarsdale | NY | 02/2016 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-14 |
| S66 | Uniform Combined State Law Examination | 2022-02-10 |
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