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330 Madison Avenue 10Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-17 |
Branch Locations
330 Madison Avenue 10Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | New York | NY | 07/2023 | 08/2024 |
| Jpmorgan Securities Llc | New York | NY | 07/2023 | 08/2024 |
| University Of Pennsylvania Dubois College House | Philadelphia | PA | 01/2022 | 05/2023 |
| Jpmorgan Chase Bank, Na | New York | NY | 06/2022 | 08/2022 |
| Sumeru Equity Partners | San Mateo | CA | 06/2021 | 08/2021 |
| Stephen T. Jarvis Insurance Agency | Glenside | PA | 08/2015 | 04/2023 |
| Ulta | Collegeville | PA | 12/2019 | 01/2020 |
| Unemployed | Philadelphia | PA | 06/2023 | 06/2023 |
| Nirvana Float | Collegeville | PA | 08/2020 | 05/2021 |
| Guggenheim Partners Investment Management, Llc | New York | NY | 08/2024 | Present |
| Guggenheim Funds Distributors, Llc | Chicago | IL | 04/2025 | Present |
| Guggenheim Investments, Llc | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-13 |
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