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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-21 |
| FL | RA | APPROVED | 2025-02-04 |
| CO | RA | APPROVED | 2025-02-03 |
| CT | RA | APPROVED | 2025-02-03 |
| DE | RA | APPROVED | 2025-02-03 |
| MD | RA | APPROVED | 2025-02-03 |
| MI | RA | APPROVED | 2025-02-03 |
| NY | RA | APPROVED | 2025-02-03 |
| NC | RA | APPROVED | 2025-02-03 |
| OH | RA | APPROVED | 2025-02-03 |
| PA | RA | APPROVED | 2025-02-03 |
| RI | RA | APPROVED | 2025-02-03 |
| VA | RA | APPROVED | 2025-02-03 |
| NJ | RA | APPROVED | 2024-08-07 |
Branch Locations
336 Route 70 West 2Nd Floor, Marlton, NJ 08053 • United States
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Greenvale | NY | 07/2023 | 02/2024 |
| Jpmorgan Chase Bank, N.A. | Greenvale | NY | 07/2023 | 02/2024 |
| Jp Morgan | Greenvale | NY | 06/2022 | 08/2022 |
| Nyu Stern | New York | NY | 09/2019 | 05/2023 |
| Unemployed | Moorestown | NJ | 06/2023 | 06/2023 |
| Unemployed | Moorestown | NJ | 07/2013 | 08/2019 |
| Questa Technology Inc. | Lumberton | NJ | 01/2021 | 12/2021 |
| Questa Technology Inc. | Lumberton | NJ | 03/2022 | 05/2022 |
| Questa Technology Inc. | Lumberton | NJ | 08/2022 | 12/2022 |
| Unemployed | New York | NY | 06/2024 | 07/2024 |
| Td Private Client Wealth Llc | Marlton | NJ | 08/2024 | Present |
| Td Bank N.A. | Marlton | NJ | 08/2024 | Present |
| Questa Technology Inc. | Lumberton | NJ | 05/2025 | Present |
| Questa Technology Inc. | Lumberton | NJ | 03/2024 | 05/2024 |
the name of the other business: Questa Technology Inc. whether the business is investment-related: No the address of the other business: 150 Mt Holly Bypass, Lumberton, NJ, 08048 the nature of the other business: IT Consulting and Staffing Services your position; title, or relationship with the other business: Helper/As-Needed Admin. Assistant the start date of your relationship: 5/24/25 the approximate number of hours/month you devote to the other business: ~16/week (weekend only - Saturday and Sunday); ~64/month the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: Not involved in financial decisions. Primarily sorting/filing data and assisting with scheduling meetings, ordering supplies, etc. Will only be working on weekends (Sat/Sun)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
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