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Advisor at J.P. MORGAN SECURITIES LLC
MASSAPEQUA, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 4, 2026 | n/a | yes | MASSAPEQUA, NY | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Sep 22, 2021 | Mar 2, 2026 | no | New York, NY|Medford, NY | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jun 13, 2019 | Nov 13, 2020 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | J.P. MORGAN SECURITIES LLC | Mar 2, 2026 | Mar 4, 2026 | 2 | Firm change | Ibd to wirehouse |
| ADVICE AND PLANNING SERVICES | CITIGROUP GLOBAL MARKETS INC. | Nov 13, 2020 | Sep 22, 2021 | 313 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7059:79:NY:2026-03-02 | Mar 2, 2026 | Mar 4, 2026 | MEDFORD, NY | Firm change |