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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
25 Deforest Avenue Floor 3, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 05/2026 | Present |
| J.P. Morgan Securities Llc | Summit | NJ | 05/2026 | Present |
| Unemployed | Port Jefferson | NY | 01/2026 | 04/2026 |
| Port Jefferson Country Club | Port Jefferson | NY | 09/2025 | 12/2025 |
| Unemployed | Port Jefferson | NY | 06/2025 | 08/2025 |
| Bucknell University | Lewisburg | PA | 08/2021 | 05/2025 |
| Bucknell University | Lewisburg | PA | 08/2021 | 05/2025 |
| Clearbridge Investments | New York | NY | 06/2024 | 08/2024 |
| Port Jefferson Country Club | Port Jefferson | NY | 08/2019 | 07/2023 |
| American Portfolios Financial Services, Inc | Holbrook | NY | 07/2022 | 08/2022 |
| Unemployed | Port Jefferson | NY | 05/2016 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-14 |
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