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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-31 |
| NY | RA | APPROVED | 2022-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Little Neck | NY | 05/2017 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Little Neck | NY | 05/2017 | 04/2018 |
| Capital One Bank | Great Neck | NY | 03/2017 | 05/2017 |
| Capital One Bank | Great Neck | NY | 10/2015 | 03/2017 |
| Angel Flores | Westbury | NY | 06/2012 | 05/2017 |
| 7-Eleven | Planview | NY | 03/2019 | 04/2020 |
| Jpmorgan Chase Bank, N.A. | Queens Village | NY | 04/2018 | 10/2018 |
| Jpmorgan Chase Bank, N.A. | Bayside | NY | 10/2018 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Bayside | NY | 08/2019 | 01/2022 |
| J.P. Morgan Securities Llc | Queens Village | NY | 04/2018 | 10/2018 |
| J.P. Morgan Securities Llc | Bayside | NY | 10/2018 | 01/2022 |
| Jpmorgan Chase Bank, N.A. | Kew Gardens | NY | 01/2022 | 09/2023 |
| Jp Morgan Securities Llc | Kew Gardens | NY | 01/2022 | 09/2023 |
| Jp Morgan Chase Bank, N.A. | Wantagh | NY | 09/2023 | Present |
| J.P. Morgan Securities Llc | Wantagh | NY | 09/2023 | Present |
| Fidelis Leaders Llc | East Meadow | NY | 06/2025 | Present |
Entity Name: FIDELIS LEADERS LLC Investment related: No Address: Private Residence https://www.fidelisleaders.com Nature of the other business: Coaching & Consulting Position/Title/Relationship: Owner/Partner Start Date: 06/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The business is for coaching and leadership consulting, specifically in sales and marketing. It is not similar to my role here at the firm and has no connection to JPMorganChase. My responsibilities will include working with my own clients which are business owners and helping and training them in leadership, sales and marketing. Entity Name: Alticor Inc. Investment related: N Address: 7575 Fulton St E, ADA MI, 49355 Nature of the other business: Marketing Position/Title/Relationship: Product Endorsement, Personal Use, not similar to my JPMC role. Start Date: 06/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Product Endorsement, Personal Use, not similar to my JPMC role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-16 |
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