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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Financial Life Insurance Co. | Melville | NY | 05/2024 | 10/2024 |
| Unemployed | New York | NY | 06/2023 | 04/2024 |
| Fordham University | New York | NY | 09/2021 | 05/2023 |
| Outdoor Powersports Investments | Gainesville | TX | 06/2015 | 06/2020 |
| The Hartman & Stoffels Group | Gainesville | TX | 01/2014 | 05/2021 |
| Firelight Vineyards | Valley View | TX | 05/2018 | 06/2018 |
| Old Town Wine House | Lewisville | TX | 12/2017 | 03/2018 |
| Blue Ostrich Wineries | Saint Jo | TX | 10/2014 | 12/2017 |
| J.P. Morgan Securities Llc | New York | NY | 10/2024 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 10/2024 | Present |
| Capgemini | New York | NY | 06/2022 | 08/2022 |
| Unemployed | New York | NY | 06/2021 | 08/2021 |
| Varsity Tutors | New York | NY | 01/2026 | Present |
Entity Name: Varsity Tutors Investment related: No Address: https://www.varsitytutors.com/ Nature of the other business: Tutor Position/Title/Relationship: Employee/Contractor Start Date: 01/05/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The role is tutoring students for their Series 7 exams. This will be a paid, independent contractor role
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-26 |
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