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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-27 |
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
1230 Avenue Of The Americas, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategas Research Partners | New York | NY | 06/2023 | 07/2023 |
| Digitalbridge | New York | NY | 06/2024 | 08/2024 |
| Kent Place School | Summit | NJ | 09/2017 | 06/2021 |
| Ubs Financial Services, Inc | Weehawken | NJ | 07/2025 | 12/2025 |
| Haverford College | Ardmore | PA | 08/2021 | 05/2025 |
| Unemployed | Westfield | NJ | 03/2016 | 08/2017 |
| J.P. Morgan Securities Llc | New York | NY | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 03/2026 | Present |
| Unemployed | New York | NY | 07/2021 | 07/2021 |
| Unemployed | New York | NY | 06/2025 | 06/2025 |
| Unemployed | New York | NY | 01/2026 | 02/2026 |
Effective 3/16/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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