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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Basking Ridge Country Club | Basking Ridge | NJ | 04/2023 | 06/2024 |
| All Star Bagel And Grill | Ewing | NJ | 01/2023 | 05/2023 |
| Royce Brook Golf Club | Pemberton | NJ | 06/2022 | 11/2022 |
| Rider University | Lawrenceville | NJ | 08/2020 | 05/2023 |
| Udder Delight Dairy Shoppe | West Chazy | NJ | 05/2018 | 08/2021 |
| Dick's Sporting Goods | Plattsburgh | NY | 05/2021 | 09/2021 |
| Unemployed | Pemberton | NJ | 09/2021 | 06/2022 |
| Unemployed | West Chazy | NY | 08/2017 | 05/2018 |
| Unemployed | West Chazy | NY | 05/2015 | 06/2017 |
| Pizza Hut | West Chazy | NY | 07/2017 | 08/2017 |
| New York Rangers Llc | New York | NY | 09/2022 | 04/2023 |
| Bank Of America, N.A. | Pennington | NJ | 06/2024 | 05/2025 |
| J.P. Morgan Securities Llc | Summit | NJ | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Summit | NJ | 05/2025 | Present |
| Life Time | Florham Park | NJ | 12/2025 | Present |
Entity Name: Life Time Investment related: No Address: 14 Fernwood Rd, Florham Park, NJ 07932 https://www.lifetime.life/locations/nj/florham-park.html Nature of the other business: Gym Position/Title/Relationship: Employee/Contractor Start Date: 12/10/2025 Approximate # of hours a week: More than 20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Company is a gym. My responsibility would be working at the front desk checking members into the gym and helping people sign up for new memberships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-10 |
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