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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-24 |
| NY | RA | APPROVED | 2021-06-03 |
Branch Locations
409 Tarrytown Rd, White Plains,, NY 10607 • United States
353 N Central Ave, Hartsdale, NY 10530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State University Of New York At New Paltz | New Paltz | NY | 08/2012 | 12/2016 |
| P&G's | New Paltz | NY | 08/2016 | 12/2016 |
| John Jay Hight School-East Fishill | Hopewell Junction | NY | 01/2017 | 05/2017 |
| Unemployed | Hopewell Junction | NY | 06/2017 | 07/2017 |
| Axa Advisors, Llc. | New York | NY | 08/2017 | 11/2018 |
| Ameriprise Financial Services, Inc | New York | NY | 11/2018 | 04/2021 |
| J.P. Morgan Securities Llc | White Plains | NY | 05/2021 | Present |
| Jp Morgan Chase Bank, N.A. | White Plains | NY | 05/2021 | Present |
| Iron Birch Advisors | New York | NY | 12/2018 | 04/2021 |
| Axa Advisors | New York | NY | 01/2018 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-14 |
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