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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-08 |
| TX | RA | APPROVED | 2021-05-12 |
Branch Locations
611 East Main Street, Riverhead, NY 11901 • United States
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities, Llc | New York | NY | 04/2017 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2017 | 05/2021 |
| Unemployed | Southampton | NY | 11/2016 | 04/2017 |
| Drw Holdings | New York | NY | 02/2008 | 11/2016 |
| Suffolk County Board Of Elections | Yaphank | NY | 07/2017 | 12/2018 |
| Morgan Stanley Smith Barney Llc | New York | NY | 05/2021 | Present |
*578708- HOLY CROSS SOCIETY ENDOWMENT FUND FOR THE DORMTION OF THE VIRGIN MARY CHURCH, INC.; Investment Related: No; southampton, New York; Religion; Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 1; Business Development/Growth, Administrative, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-02 |
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