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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-04 |
Branch Locations
655 N. Wellwood Ave., Lindenhurst, NY 11757 • United States
615 Grand Boulevard, Deer Park, NY 11729 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Combined Insurance Company | Bohemia | NY | 08/2016 | 11/2016 |
| Blue Ocean Wealth Solutions | East Hills | NY | 03/2017 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Rockvile Centre | NY | 12/2018 | 08/2022 |
| J.P. Morgan Securities Llc | Rockville Centre | NY | 01/2019 | 08/2022 |
| Citigroup | Fresh Meadows | NY | 09/2022 | 03/2025 |
| Unemployed | Franklin Square | NY | 12/2016 | 02/2017 |
| J.P. Morgan Securities Llc | Deer Park | NY | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Deer Park | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-01 |
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