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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED | 2025-06-04 |
Branch Locations
1308 Fulton Street, Brooklyn, NY 11216 • United States
257 Utica Avenue, Brooklyn, NY 11213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2023 | 05/2025 |
| 2.6 Enterprises Llc | New York | NY | 05/2023 | 10/2023 |
| Yves Condominium | New York | NY | 03/2020 | 09/2020 |
| Digiulio Group Real Estate | New York | NY | 03/2017 | 05/2020 |
| Starbucks Corp. | New York | NY | 04/2015 | 06/2020 |
| Bank Of America, N.A | New York | NY | 10/2023 | 05/2025 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 06/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 06/2025 | Present |
| Bank Of America, N.A | New York | NY | 05/2020 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-17 |
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