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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Pembroke Pines, | FL | 08/2026 | Present |
| J.P. Morgan Securities Llc | Pembroke Pines, | FL | 08/2026 | Present |
| David Learner Associates | Boca Raton | FL | 12/2023 | 08/2026 |
| Grand Lux Cafe | Sunrise | FL | 06/2023 | 12/2023 |
| Unemployed | Boynton Beach | FL | 01/2023 | 06/2023 |
| The Cynergy Group Llc | Boca Raton | FL | 02/2021 | 12/2022 |
| Nordstrom | Boca Raton | FL | 10/2013 | 01/2021 |
| Truluvks Steakhouse | Boca Raton | FL | 06/2017 | 05/2018 |
| Louie Bossi's Ristorante Bar Pizzeria | Boca Raton | FL | 03/2017 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-15 |
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