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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Woodside | NY | 01/2026 | Present |
| J.P. Morgan Securities Llc | Woodside | NY | 01/2026 | Present |
| Wells Fargo Advisors | New York | NY | 09/2024 | 12/2025 |
| J.P. Morgan Securities Llc | New York | NY | 07/2022 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2022 | 09/2024 |
| Redline Moving & Storage | New York | NY | 06/2022 | 06/2022 |
| Cavu | New York | NY | 01/2017 | 05/2022 |
| Baruch College | New York | NY | 08/2015 | 12/2017 |
| Steamfitters Industry Fund | New York | NY | 12/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
| S66 | Uniform Combined State Law Examination | 2018-06-05 |
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