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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
| NY | RA | APPROVED | 2026-07-22 |
Branch Locations
1450 Brickell Avenue Floor 17, Miami, FL 33131-3444 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Houston | TX | 11/2020 | 06/2022 |
| Jpmorgan Securities Llc | Houston | TX | 11/2020 | 06/2022 |
| Clean Touch Group | Gainesville | FL | 05/2014 | 10/2020 |
| Bank Of America | Gainesville | FL | 06/2019 | 08/2019 |
| Fs Swimming Pools | Gainesville | FL | 06/2020 | 10/2020 |
| Morgan Stanley | Coral Gables | FL | 06/2022 | 09/2022 |
| Jpmorgan Chase Bank, Na | Miami | FL | 09/2022 | Present |
| Jp Morgan Securities Llc | Miami | FL | 09/2022 | Present |
| Varsity Tutors | St. Louis | MO | 04/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
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