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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Berkeley Heights | NJ | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Berkeley Heights | NJ | 09/2025 | Present |
| Proskate | Monmouth Junction | NJ | 02/2012 | 08/2025 |
| Chubb/Avenica Inc | White House Station | NJ | 04/2021 | 04/2022 |
| Everythingbenefits | New Providence | NJ | 03/2019 | 05/2019 |
| Ameriprise Financial Services Llc | Bedminster | NJ | 05/2023 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-04 |
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