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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
415 Columbia Street Suite 3100, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Credit Mid America | Kokomo | IN | 04/2016 | 03/2018 |
| Jpmorgan Chase Bank, N.A. | Zionsville | IN | 03/2018 | 06/2021 |
| J.P. Morgan Securities Llc | Zionsville | IN | 02/2019 | 06/2021 |
| J.P. Morgan Securities Llc | Zionsville | IN | 03/2018 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lafayette | IN | 06/2021 | 07/2024 |
| Bank Of America | Lafayette | IN | 06/2021 | 07/2024 |
| J.P. Morgan Securities Llc | West Lafayette | IN | 07/2024 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | West Lafayette | IN | 07/2024 | 09/2025 |
| Morgan Stanley | Lafayette | IN | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-03 |
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