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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-02-20 |
| NH | RA | APPROVED | 2024-04-03 |
| NY | RA | APPROVED | 2024-01-08 |
| FL | RA | APPROVED | 2023-11-03 |
Branch Locations
2301 North Federal Highway, Boca Raton, FL 33431 • United States
3450 Clark Road, Sarasota, FL 34231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Boca Raton | FL | 09/2016 | 06/2021 |
| Jpmorgan Securities Llc | Boca Raton | FL | 09/2016 | 06/2021 |
| Unemployed | Boynton Beach | FL | 07/2016 | 09/2016 |
| Statetrust Investments, Inc. | Boca Raton | FL | 06/2021 | 01/2022 |
| Pnc Investments Llc | Palm Springs | FL | 01/2022 | 09/2023 |
| Td Bank N.A. | Fort Lauderdale | FL | 10/2023 | Present |
| Td Private Client Wealth Llc | Fort Lauderdale | FL | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-11 |
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