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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| CT | RA | APPROVED | 2025-12-05 |
Branch Locations
916 Boston Post Rd, Guilford, CT 06437 • United States
35 Washington Ave, North Haven, CT 06473 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 04/2023 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2023 | 09/2025 |
| Year Up | New York | NY | 02/2021 | 07/2021 |
| Bank Of America | New York | NY | 08/2021 | 04/2023 |
| Sw Management | New York | NY | 07/2016 | 01/2020 |
| Victoria's Secret | New York | NY | 02/2020 | 02/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Guilford | CT | 09/2025 | Present |
| Bank Of America, N.A. | Guilford | CT | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-06 |
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