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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-29 |
Branch Locations
55 W. Jericho Turnpkie, Huntington Station, NY 11746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pack And Ship Port Washington, Inc | Port Washington | NY | 08/1987 | 05/2017 |
| David Lerner Associates | Syosset | NY | 05/2017 | 04/2024 |
| J.P. Morgan Securities Llc | Greenlawn | NY | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Greenlawn | NY | 04/2024 | Present |
| David Lerner Associates, Inc | Syosset | NY | 05/2017 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-30 |
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