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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Collegeville | PA | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Collegeville | PA | 04/2025 | Present |
| Bank Of America, N.A./Merrill Lynch, Pierce, Fenner & Smith Inc | Lewiston | ME | 09/2019 | 03/2025 |
| New York Life Insurance Co | Edison | NJ | 03/2018 | 09/2019 |
| Nylife Securities Llc | Edison | NJ | 03/2018 | 09/2019 |
| Mutual Of Omaha | Marlon | NJ | 01/2013 | 08/2018 |
| David Lerner Associates | Lawrenceville | NJ | 10/2016 | 03/2018 |
| Aon | Lincolnshire | IL | 10/2016 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-16 |
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