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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
| IL | RA | APPROVED | 2025-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 06/2024 | 03/2025 |
| Whole Foods Market | Hinsdale | IL | 12/2021 | 12/2024 |
| Hinsdale Golf Club | Clarendon Hills | IL | 05/2021 | 10/2021 |
| Elmhurst University | Elmhurst | IL | 08/2020 | 12/2023 |
| Madison Local, Llc/The Elm Restaurant | La Grange | IL | 03/2020 | 10/2020 |
| Western Springs Park District | Western Springs | IL | 06/2016 | 05/2020 |
| J.P. Morgan Securities Llc | Wheaton | IL | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Wheaton | IL | 04/2025 | Present |
| Equitable Financial Life Insurance | New York | NY | 07/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
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