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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-16 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Takajo | Naples | ME | 06/2015 | 08/2019 |
| Ripplematch | New York | NY | 12/2020 | 05/2021 |
| Pacer Financial | Malvern | PA | 06/2021 | 08/2021 |
| Quantitative Systems | Roslyn | NY | 12/2021 | 08/2022 |
| Summit Trail Advisors | New York | NY | 05/2022 | 08/2022 |
| Binghamton University, State University Of New York | Binghamton | NY | 08/2018 | 05/2023 |
| Wellington Shields & Co., Llc | New York | NY | 07/2023 | 05/2026 |
| J.P. Morgan Securities Llc | New York | NY | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2026 | Present |
| Unemployed | New York | NY | 06/2023 | 06/2023 |
Effective 6/1/2026 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 | 2025-03-04 |
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