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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2026-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Baltimore | MD | 05/2026 | Present |
| J.P. Morgan Securities Llc | Baltimore | MD | 05/2026 | Present |
| First Command Brokerage Services, Inc | Odenton | MD | 04/2026 | 04/2026 |
| First Command | Odenton | MD | 04/2026 | 04/2026 |
| Unemployed | Baltimore | MD | 09/2025 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 11/2021 | 08/2025 |
| Bank Of America/Merrill Edge | Hunt Valley | MD | 11/2021 | 08/2025 |
| T. Rowe Price Investment Services, Inc | Owings Mills | MD | 01/2020 | 11/2021 |
| T Rowe Price | Owings Mills | MD | 01/2020 | 11/2021 |
| Nylife Securities Llc | Timonium | MD | 01/2018 | 01/2020 |
| New York Life Insurance | Timonium | MD | 01/2018 | 01/2020 |
| Charmell Simmons State Farm | Nottingham | MD | 09/2017 | 12/2017 |
| Frankel Acura | Cockeysville | MD | 07/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-24 |
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