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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-03 |
| NJ | RA | APPROVED | 2024-09-04 |
| TX | RA | APPROVED | 2024-09-04 |
Branch Locations
349 George St, New Brunswick, NJ 08901 • United States
475 Main Street, Metuchen, NJ 08840-1851 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Metuchen | NJ | 08/2015 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Metuchen | NJ | 11/2016 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Brunswick | NJ | 10/2022 | 08/2024 |
| Bank Of America N.A. | East Brunswick | NJ | 10/2022 | 08/2024 |
| J.P. Morgan Securities Llc | Metuchen | NJ | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Metuchen | NJ | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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