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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
| CT | RA | APPROVED | 2024-01-18 |
Branch Locations
Newton, MA • United States
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 06/2015 | 01/2023 |
| Bank Of America, N.A. | Wellesley Hills | MA | 08/2015 | 01/2023 |
| First Republic Securities Company, Llc | Wellesley | MA | 01/2023 | 10/2023 |
| First Republic Investment Management, Inc. | Wellesley | MA | 01/2023 | 09/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | Present |
| Jpmorgan Chase Bank, Na. | Boston | MA | 10/2023 | Present |
Name of outside business organization: XPX New England Investment related: N Address of business: Boston, Massachusetts, 02215 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Committee","Director"], [["Executive committee","Other"]] Start date of relationship: 10/30/2020 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Professional Networking Help organize events and grow membership Name of outside business organization: Metsola, LLC Investment related: Y Address of business: Nantucket, Massachusetts 02554 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 12/15/2020 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: My wife and I are the owners of this seasonal rental property but my wife Kristina handles all operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-19 |
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