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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
405 Colorado St Floor 25 & 24, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Austin | TX | 05/2026 | Present |
| J.P. Morgan Securities Llc | Austin | TX | 05/2026 | Present |
| Northwestern Mutual | Boston | MA | 06/2024 | 05/2026 |
| University Of Michigan | Ann Arbor | MI | 08/2021 | 05/2025 |
| Unemployed | Weston | MA | 05/2016 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-23 |
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