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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
820 Highway A1A North Suite E-5, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Ponte Vedra Beach | FL | 07/2026 | Present |
| J.P. Morgan Securities Llc | Ponte Vedra Beach | FL | 07/2026 | Present |
| Bank Of America | New York | NY | 07/2024 | 06/2026 |
| Unemployed | New York | NY | 06/2024 | 06/2024 |
| Bank Of America | New York | NY | 03/2024 | 05/2024 |
| United States Marine Corps | Jacksonville | NC | 04/2016 | 04/2024 |
| Roberts & Ryan Investment Inc | New York | NY | 03/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-01 |
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