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389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
| NJ | RA | APPROVED | 2025-04-29 |
Branch Locations
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Rochester | NY | 10/2016 | 02/2017 |
| Five Star Bank | Rochester | NY | 05/2015 | 02/2017 |
| J.P. Morgan Securities Llc | Rochester | NY | 05/2017 | 01/2019 |
| Jp Morgan Chase Bank | Rochester | NY | 05/2017 | 01/2019 |
| Wells Fargo Advisors Financial Network, Llc | Victor | NY | 03/2017 | 04/2017 |
| The Pitti Group Wealth Management | Victor | NY | 03/2017 | 04/2017 |
| Jp Morgan Chase Bank | Spencerport | NY | 01/2019 | 09/2019 |
| Jp Morgan Securities Llc | Pittsford | NY | 07/2018 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 09/2019 | 08/2020 |
| Bank Of America, N.A. | Pittsford | NY | 12/2019 | 08/2020 |
| Fidelity Investments | Stamford | CT | 08/2020 | 09/2021 |
| Sanford C. Bernstein & Co., Llc | New York | NY | 09/2021 | 02/2023 |
| Jpmorgan Chase Bank, Na | Greenwich | CT | 03/2023 | Present |
| Jpmorgan Securities Llc | Greenwich | CT | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-07 |
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