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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED_RES | 2024-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Delray Beach | FL | 01/2010 | 02/2024 |
| Bank Of America, N.A. | West Delray Beach | FL | 01/2010 | 02/2024 |
| J.P. Morgan Securities Llc | Lake Worth | FL | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Lake Worth | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-05 |
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