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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED | 2023-01-26 |
Branch Locations
650 S Exeter St Floor 09, Baltimore, MD 21202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia | PA | 07/2019 | 09/2021 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 07/2019 | 09/2021 |
| Academy Financial Advisors | Lutherville | MD | 06/2017 | 08/2017 |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 05/2018 | 08/2018 |
| University Of Pennsylvania | Philadelphia | PA | 08/2015 | 05/2019 |
| Unemployed | Fallston | MD | 06/2019 | 06/2019 |
| Lincoln Financial Advisors Corporation | Lutherville | MD | 05/2017 | 10/2017 |
| Jpmorgan Chase Bank Na | Baltimore | MD | 10/2021 | Present |
| Jpmorgan Securities Llc | Baltimore | MD | 10/2021 | Present |
Entity Name: Association for Corporate Growth, Maryland Chapter Investment related: No "Address: 227 W. Monroe Street Suite 2100 Chicago, IL 60606" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/25/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: ACG is a network for middle-market M&A dealmakers and business leaders. I am serving as a board member on the NextGen committee. This committee's goal is to bring together young professionals in the area and foster corporate growth in the region. This role is not similar to my role at the firm, nor does it have any connection to JPMC. It only supports the financial services industry by bringing players together.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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