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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc. | New York | NY | 04/2024 | 03/2025 |
| Kamilo Inc | San Francisco | CA | 03/2022 | 05/2022 |
| Mental Health America Wabash Valley Region - Lafayette | Lafayette | IN | 01/2021 | 05/2021 |
| Home Articles Inc. | Mississauga | 06/2019 | 08/2019 | |
| Purdue University | West Lafayette | IN | 07/2020 | 04/2021 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 04/2025 | Present |
| Caliber Smart | West Lafayette | IN | 01/2020 | 05/2020 |
| Equitable Financial Life Insurance | New York | NY | 04/2024 | 03/2025 |
| Unemployed | West Lafayette | IN | 09/2016 | 05/2019 |
| Unemployed | West Lafayette | IN | 09/2019 | 12/2019 |
| Unemployed | West Lafayette | IN | 06/2020 | 06/2020 |
| Unemployed | San Francisco | CA | 06/2021 | 02/2022 |
| Unemployed | San Francisco | CA | 06/2022 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
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