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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Naples | FL | 07/2024 | Present |
| Jpmorgan Securities Llc | Naples | FL | 07/2024 | Present |
| Fifth Third Bank | Naples | FL | 06/2023 | 07/2024 |
| Convergent Capital Partners Llc | Boston | MA | 01/2023 | 05/2023 |
| Med Direct Capital | Delray Beach | FL | 09/2021 | 09/2022 |
| Quogue Field Club | Quogue | NY | 06/2021 | 11/2022 |
| Indian Hills Country Club | Tuscaloosa | AL | 05/2020 | 08/2020 |
| Cunningham Bounds, Llc | Mobile | AL | 06/2019 | 08/2019 |
| Babson College | Wellesley | MA | 09/2022 | 05/2023 |
| Windstar Club Incorporated | Naples | FL | 02/2024 | 04/2024 |
| The Country Club | Brookline | MA | 09/2022 | 05/2023 |
| Unemployed | Mobile | AL | 07/2014 | 05/2019 |
| Unemployed | Davidson | NC | 09/2019 | 04/2020 |
| Unemployed | Davidson | NC | 09/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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