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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Newark | DE | 10/2021 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 10/2021 | 08/2023 |
| Maggiano's Little Italy | Philadelphia | PA | 02/2019 | 11/2020 |
| American Cruise Lines | Guilford | CT | 05/2016 | 12/2018 |
| Roth's Crosspoint Gymnastics | Boothwyn | PA | 09/2015 | 05/2017 |
| Brinker International Payroll Company, L.P. | Philadelphia | PA | 02/2019 | 11/2020 |
| Unemployed | Philadelphia | PA | 01/2019 | 01/2019 |
| Unemployed | Philadelphia | PA | 12/2020 | 09/2021 |
| Temple University | Philadelphia | PA | 08/2013 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Albuquerque | NM | 08/2023 | 09/2023 |
| Morgan Stanley | Albuquerque | NM | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-10 |
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