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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 01/2024 | Present |
| Svb Capital | New York | NY | 01/2022 | 12/2023 |
| Mercer/Marsh & Mclennan Companies | 1166 Avenue Of Americas | NY | 03/2020 | 12/2021 |
| White Oak Equity Partners | New York | NY | 08/2016 | 03/2020 |
| First Citizens Bancshares, Inc. | New York | NY | 03/2023 | 09/2023 |
| J.P. Morgan Investment Management Inc. | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-04 |
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