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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-17 |
| PA | RA | APPROVED | 2022-03-21 |
Branch Locations
301 Grant Street Floor 10, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waldron Private Wealth | Bridgeville | PA | 07/2016 | 12/2018 |
| Goldman Sachs & Co. Llc | Philadelphia | PA | 01/2019 | 12/2020 |
| Ubs Financial Services Inc. | Philadelphia | PA | 01/2021 | 02/2022 |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 03/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-29 |
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