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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-08 |
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
1636 Walnut St, Philadelphia, PA 19103 • United States
16 Nassau Street, Princeton, NJ 08542 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia | PA | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 05/2026 | Present |
| Karr Barth Associates/Equitable Advisors | Bala Cynwyd | PA | 06/2024 | 04/2026 |
| Commonwealthmatrix Lp | Horsham | PA | 09/2024 | 05/2025 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2020 | 05/2024 |
| Cctop Llc | Exton | PA | 10/2023 | 04/2024 |
| Weinrich's Bakery | Willow Grove | PA | 08/2020 | 03/2024 |
| Rice Cohen International | Yardley | PA | 06/2023 | 08/2023 |
| Unemployed | Willow Grove | PA | 05/2020 | 08/2020 |
| Bounceu Of Horsham | Horsham | PA | 08/2018 | 04/2020 |
| Homegoods | Willow Grove | PA | 09/2019 | 02/2020 |
| Bonnet Lane Diner | Abington | PA | 05/2019 | 08/2019 |
| Unemployed | Willow Grove | PA | 05/2016 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-10 |
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