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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-10 |
| CA | RA | APPROVED | 2025-07-09 |
| NY | RA | APPROVED | 2025-04-28 |
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
216 Old Country Rd, Floor 02, Mineola, NY 11501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bofa Securities | New York | NY | 10/2019 | 05/2023 |
| Fidelity Investments | Smithfield | RI | 01/2024 | 04/2025 |
| San Francisco State University | San Francisco | CA | 01/2018 | 08/2019 |
| Brainstream Llc | Atlanta | GA | 09/2022 | 01/2024 |
| Fidelity Brokerage Services Llc | Smithfield | RI | 01/2024 | 04/2025 |
| J.P. Morgan Securities Llc | Mineola | NY | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Mineola | NY | 04/2025 | Present |
| Unemployed | San Francisco | CA | 04/2015 | 12/2017 |
| Unemployed | San Francisco | CA | 09/2019 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-08 |
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