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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-07-18 |
Branch Locations
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
Columbia, MD • United States
875 15Th Street Nw 7Th Floor, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities, Llc | New York | NY | 06/2015 | 05/2022 |
| Bofa Securities, Inc. | New York | NY | 05/2022 | 05/2026 |
| Merrill Lynch Professional Clearing Corp. | New York | NY | 05/2022 | 08/2023 |
| J.P. Morgan Securities Llc | Washington | DC | 07/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 07/2026 | Present |
| Unemployed | Columbia | MD | 06/2026 | 06/2026 |
Effective 7/1/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-28 |
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