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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Circle Tech | Barcelona | 06/1996 | 09/2018 | |
| Target | Arlington Heights | IL | 10/2018 | 11/2022 |
| Fifth Third Bank | Rosemont | IL | 12/2022 | 06/2025 |
| Fifth Third Securities Inc | Rosemont | IL | 05/2024 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Glenview | IL | 06/2025 | Present |
| J.P. Morgan Securities Llc | Glenview | IL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-11 |
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