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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Tampa | FL | 07/2025 | Present |
| J.P. Morgan Securities Llc | Tampa | FL | 07/2025 | Present |
| Unemployed | Tampa | FL | 05/2025 | 07/2025 |
| University Of Florida | Gainesville | FL | 11/2024 | 05/2025 |
| University Of Florida | Gainesville | FL | 08/2021 | 05/2025 |
| Charles Schwab | Westlake | TX | 06/2024 | 07/2024 |
| Buddy Brew Coffee | Tampa | FL | 07/2023 | 12/2023 |
| Unemployed | Tampa | FL | 07/2015 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
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