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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
| VT | RA | APPROVED | 2026-03-02 |
Branch Locations
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 07/2023 | 01/2025 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 03/2021 | 03/2023 |
| Bank Of America, N.a. | New York | NY | 04/2016 | 03/2021 |
| Td Private Client Wealth, Llc | Burlington | VT | 03/2025 | 02/2026 |
| Unemployed | Jersey City | NJ | 04/2023 | 07/2023 |
| Morgan Stanley | Colchester | VT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-08 |
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