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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-07 |
| NY | RA | APPROVED | 2025-04-06 |
| PA | RA | APPROVED | 2025-04-06 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 11/2017 | 02/2023 |
| Jpmorgan Securities, Llc. | New York | NY | 11/2017 | 02/2023 |
| Jp Morgan Securities, Llc | New York | NY | 03/2014 | 11/2017 |
| First Republic Investment Management, Inc | New York | NY | 02/2023 | 04/2023 |
| First Republic Securities Company, Llc | New York | NY | 02/2023 | 04/2023 |
| J.P. Morgan Securities Llc | New York | NY | 05/2023 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2023 | Present |
Effective 5/1/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-27 |
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