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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Ronkonkoma | NY | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Ronkonkoma | NY | 08/2026 | Present |
| David Lerner Associates | Syosset | NY | 12/2023 | 07/2026 |
| David Lerner Associates, Inc. | Syosset | NY | 12/2023 | 07/2026 |
| Farm Journal | Lenexa | KS | 09/2022 | 12/2023 |
| Unemployed | East Northport | NY | 02/2022 | 08/2022 |
| Pure Insurance | White Plains | NY | 09/2019 | 01/2022 |
| Master Mechanical | Huntington Station | NY | 12/2018 | 09/2019 |
| Credible Homebuyers | Millersville | MD | 08/2018 | 12/2018 |
| Unemployed | East Northport | NY | 11/2017 | 07/2018 |
| Bankers Life | Glen Burnie | MD | 06/2017 | 10/2017 |
| Unemployed | East Northport | NY | 09/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-02 |
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