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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| NY | RA | APPROVED | 2026-05-21 |
| PA | RA | APPROVED | 2026-05-21 |
Branch Locations
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 06/2025 | 12/2025 |
| Princeton University | Princeton | NJ | 09/2024 | 05/2025 |
| Princeton University | Princeton | NJ | 08/2021 | 05/2025 |
| J.P. Morgan Private Bank | New York | NY | 06/2024 | 08/2024 |
| Princeton University | Princeton | NJ | 09/2023 | 05/2024 |
| Morgan Stanley | Conshokocken | PA | 07/2023 | 08/2023 |
| Wedbush Securities | Radnor | PA | 05/2023 | 06/2023 |
| Unemployed | Wayne | PA | 07/2015 | 06/2021 |
| Morgan Stanley | Newtown Square | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-13 |
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