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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company / West Point Financial | Lexington | KY | 03/2017 | 04/2019 |
| Mml Investors Services, Llc | Lexington | KY | 08/2017 | 04/2019 |
| Lenscrafters | Lexington | KY | 04/2013 | 08/2017 |
| J.P. Morgan Securities, Llc | Lexington | KY | 04/2019 | Present |
| Jpmorgan Chase Bank, N.A. | Lexington | KY | 04/2019 | Present |
| Topseed Tennis Club | Nicholasville | KY | 08/2018 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-04 |
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