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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-27 |
Branch Locations
77 Broad St, Red Bank, NJ 07701 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 09/2019 | 12/2021 |
| Jp Morgan Securities Llc | New York | NY | 03/2018 | 09/2019 |
| Trinity Solar | Wall | NJ | 04/2017 | 03/2018 |
| Blackrock Financial Management, Inc | New York | NY | 02/2016 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 06/2026 | Present |
| Jennison Associates | New York | NY | 03/2022 | 05/2024 |
| Bloomberg Lp | New York | NY | 07/2024 | 05/2026 |
| Bank Of America, N.A. | Red Bank | NJ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-05 |
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