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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-28 |
Branch Locations
301 Grant St, Ste 103, Pittsburgh, PA 15219 • United States
6100 Penn Ave, Pittsburgh, PA 15206 • United States
26 Market Sq Pa,, Pittsburgh, PA 15222 • United States
146 W Bridge St, Homestead, PA 15120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Homestead | PA | 06/2023 | Present |
| J.P. Morgan Securities Llc | Homestead | PA | 06/2023 | Present |
| Mason Classical Academy | Naples | FL | 08/2019 | 05/2023 |
| Marian Service Corporation | Stockbridge | MA | 11/2011 | 12/2022 |
| St. Martin's Academy | Fort Scott | KS | 08/2018 | 08/2019 |
| Ymca Of The Rockies | Estes Park | CO | 05/2018 | 08/2018 |
| Ave Maria University | Ave Maria | FL | 08/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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