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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED_RES | 2026-03-16 |
Branch Locations
70 Fargo St, Boston, MA 02210 • United States
292 Pequot Ave, Floor 02, Southport, CT 06890 • United States
850 Main St,, Clinton, MA 01510 • United States
70 Fargo St, Boston , MA 02210 • United States
280 Huntington Ave, Boston, MA 02115 • United States
438 Putnam Pike, Greenville, RI 02828 • United States
280 County Rd, Barrington, RI 02806 • United States
1050 Washington St, Boston, MA 02118 • United States
1 King St, Northampton, MA 01060 • United States
594 Columbia Rd, Boston, MA 02125 • United States
175 Atwood Ave, Cranston, RI 02920 • United States
146 Westminster Street, Providence, RI 02903 • United States
1177 Pontiac Ave, Cranston, RI 02920 • United States
280 Valley St, Providence, RI 02909 • United States
81 Gold Star Blvd, Worcester, MA 01606 • United States
81 Milk St, Boston, MA 02109 • United States
1260 Boylston St, Boston, MA 02215 • United States
373 Russell St, Hadley, MA 01035 • United States
87 Seaport Blvd, Boston, MA 02210 • United States
800 Boylston St, Spc 101, Boston, MA 02199 • United States
43 Kneeland St, Boston, MA 02111 • United States
1391 Main St, Springfield, MA 01103 • United States
280B E Main St, Westfield, MA 01085 • United States
189 Boston Post Rd W, Marlborough, MA 01752 • United States
303 Turnpike Rd, Westborough, MA 01581 • United States
1000 Division St Unit 4, East Greenwich, RI 02818 • United States
234 Thayer St, Providence, RI 02906 • United States
580 Kingstown Rd, Wakefield, RI 02879 • United States
48 Salem St, Boston, MA 02113 • United States
14-16 Maple St, East Longmeadow, MA 01028 • United States
441 W Broadway, South Boston, MA 02127 • United States
256 Washington St Unit 300, Hudson, MA 01749 • United States
362 Southbridge St, Auburn, MA 01501 • United States
685 Bald Hill Rd, Warwick, RI 02886 • United States
143 Franklin St, Westerly, RI 02891 • United States
425 Washington St, Boston, MA 02108 • United States
7 Palmer St, Roxbury, MA 02119 • United States
5 E Main Rd, Middletown, RI 02842 • United States
580 Metacom Ave, Bristol, RI 02809 • United States
612 Taunton Ave, East Providence, RI 02914 • United States
162 Bellevue Ave, Newport, RI 02840 • United States
814 Newport Ave, Pawtucket, RI 02861 • United States
154 Turnpike Rd, Ste 100, Southborough, MA 01772 • United States
1655 Boston Rd, Springfield, MA 01129 • United States
6 Francis St, Boston, MA 02115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 03/2026 | Present |
| Td Bank | Wellesley | MA | 09/2023 | 03/2026 |
| Bank Of America Merrill | Boston | MA | 09/2017 | 09/2023 |
| Unemployed | Decatur | GA | 04/2017 | 08/2017 |
| Pnc Bank | Atlanta | GA | 06/2014 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-12 |
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