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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Miami | FL | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 07/2026 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | 07/2026 |
| University Of Miami | Coral Gables | FL | 08/2022 | 05/2026 |
| University Of Miami | Coral Gables | FL | 08/2022 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 06/2025 | 08/2025 |
| Perigon Wealth Management | San Francisco | CA | 06/2024 | 08/2024 |
| Sportsvisio | Cresskill | NJ | 04/2023 | 08/2023 |
| Unemployed | Cresskill | NJ | 03/2022 | 07/2022 |
| Private Advisor Group | Morristown | NJ | 11/2021 | 02/2022 |
| Unemployed | Cresskill | NJ | 09/2020 | 10/2021 |
| Marketcounsel Consulting | Englewood | NJ | 06/2020 | 08/2020 |
| Unemployed | Cresskill | NJ | 07/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
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