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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-21 |
Branch Locations
2815 Grays Ferry Ave, Philadelphia, PA 19146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 08/2024 | 11/2024 |
| Exn Enterprises | Philadelphia | PA | 10/2021 | Present |
| Merion Cricket Club | Ardmore | PA | 09/2014 | 11/2022 |
| Advanced Rehab Management | Wayne | PA | 09/2013 | 09/2016 |
| Shipt/Target | Philadelphia | PA | 11/2022 | 11/2024 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 02/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 02/2025 | Present |
| The Jmw Entertainment Group Llc (Contractor) | Garnet Valley | PA | 01/2017 | 04/2019 |
Entity Name: EXN Enterprises Investment related: No Address: Private Residence Nature of the other business: Event Services Position/Title/Relationship: Owner/Partner Start Date: 10/01/2021 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Event planning, event equipment rental, event and audio/video production. Owner/Operator. Not investment related and no connection to JPMorganChase.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-05 |
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