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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
| NJ | RA | APPROVED | 2025-09-12 |
Branch Locations
100 Campus Dr, Florham Park, NJ 07932 • United States
77 Broad St, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Newark | DE | 11/2017 | 02/2018 |
| Jpmorgan Securities, Llc. | Newark | DE | 11/2017 | 02/2018 |
| Bookedout | New York | NY | 03/2015 | 10/2017 |
| Morgan Stanley | New York | NY | 05/2017 | 06/2017 |
| Baruch College/ Weissman Graduate Studies | New York | NY | 08/2015 | 05/2017 |
| Charles Schwab & Co., Inc. | New York City | NY | 03/2019 | 12/2021 |
| Charles Schwab Bank Ssb | New York City | NY | 03/2019 | 12/2021 |
| Citi/Midlance | Queens | NY | 03/2018 | 03/2019 |
| Citigroup | New York | NY | 01/2022 | 03/2022 |
| Charles Schwab & Co., Inc | New York | NY | 03/2022 | 12/2024 |
| Charles Schwab Bank Ssb | New York | NY | 03/2022 | 12/2024 |
| Morgan Stanley | Paramus | NJ | 01/2025 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-30 |
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