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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-24 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Tampa | FL | 07/2026 | Present |
| J.P. Morgan Securities Llc | Tampa | FL | 07/2026 | Present |
| Unemployed | West Palm Beach | FL | 04/2026 | 06/2026 |
| Goldman Sachs | West Palm Beach | FL | 07/2023 | 03/2026 |
| Unemployed | Gainesville | FL | 06/2023 | 06/2023 |
| University Of Florida | Gainesville | FL | 06/2018 | 05/2023 |
| Unemployed | Naples | FL | 07/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-07 |
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