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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-14 |
| TX | RA | APPROVED | 2021-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | New York | NY | 08/2015 | 05/2019 |
| Bank Of America | New York | NY | 08/2015 | 08/2017 |
| Marymount Manhattan College | New York | NY | 09/2013 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck | NY | 08/2015 | 05/2019 |
| Goldey Beacom College | Wilmington | DE | 05/2018 | 08/2020 |
| Bank Of America, N.A. | New York | NY | 03/2020 | 04/2021 |
| J.P. Morgan Securities Llc | New York | NY | 04/2021 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-29 |
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