Kathleen Ortiz

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-04-22
TX	RA	APPROVED	2026-04-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	Hempstead	NY	04/2026	Present
Jpmorgan Chase Bank, N.A.	Hempstead	NY	04/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Freeport	NY	07/2024	04/2026
Bank Of America	Freeport	NY	07/2024	04/2026
Jpmorgan Chase Bank, N.A.	North Massapequa	NY	11/2021	07/2024
Mid Island Mortgage Corp	Westbury	NY	10/2020	11/2021
Unemployed	Queens Village	NY	03/2020	10/2020
Interactive Business/Nhp Business	New Hyde Park	NY	06/2019	03/2020
Unemployed	Queens Village	NY	02/2019	05/2019
Inn At New Hyde Park	New Hyde Park	NY	07/2018	01/2019
Unemployed	Queens Village	NY	03/2018	06/2018
Estee Lauder At Macys	Garden City	NY	03/2017	02/2018
Garden City Caterers	Stewart Manor	NY	06/2014	02/2018
Guess By Marciano	Garden City	NY	02/2016	09/2016

04/2026 → Present

J.P. Morgan Securities Llc

Hempstead, NY
04/2026 → Present

Jpmorgan Chase Bank, N.A.

Hempstead, NY
07/2024 → 04/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Freeport, NY
07/2024 → 04/2026

Bank Of America

Freeport, NY
11/2021 → 07/2024

Jpmorgan Chase Bank, N.A.

North Massapequa, NY
10/2020 → 11/2021

Mid Island Mortgage Corp

Westbury, NY
03/2020 → 10/2020

Unemployed

Queens Village, NY
06/2019 → 03/2020

Interactive Business/Nhp Business

New Hyde Park, NY
02/2019 → 05/2019

Unemployed

Queens Village, NY
07/2018 → 01/2019

Inn At New Hyde Park

New Hyde Park, NY
03/2018 → 06/2018

Unemployed

Queens Village, NY
03/2017 → 02/2018

Estee Lauder At Macys

Garden City, NY
06/2014 → 02/2018

Garden City Caterers

Stewart Manor, NY
02/2016 → 09/2016

Guess By Marciano

Garden City, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-28

Other Firms