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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED_RES | 2025-09-25 |
| PA | RA | APPROVED | 2025-09-24 |
Branch Locations
1000 S Broad St, Philadelphia, PA 19146 • United States
926 South St, Philadelphia, PA 19147 • United States
201 S Broad St, Philadelphia, PA 19107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 09/2025 | Present |
| J.P. Morgan Securities Llc | Philadelphia | PA | 09/2025 | Present |
| Citigroup/Citibank | Philadelphia | PA | 08/2018 | 09/2025 |
| Envestnet | Berwyn | PA | 06/2018 | 07/2018 |
| Unemployed | Berwyn | PA | 05/2018 | 06/2018 |
| Pls Logistics Services | Philadelphia | PA | 09/2017 | 04/2018 |
| Unemployed | Berwyn | PA | 08/2017 | 09/2017 |
| Prudential Financial/Pruco | Chalfont | PA | 12/2016 | 07/2017 |
| Unemployed | Berwyn | PA | 08/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-22 |
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