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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-05 |
| OH | RA | APPROVED | 2023-06-06 |
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 04/2013 | 11/2017 |
| First Republic Securities Company, Llc | Boston | MA | 11/2017 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 06/2023 | Present |
RENTAL PROPERTY, INV RELATED, SOUTH BOSTON, MA, 50% OWNERSHIP, START: 6/7/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; RENTAL PROPERTY, INV RELATED, WEST ROXBURY, MA, 100% OWNERSHIP WITH SPOUSE, START: 5/31/2013, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; RENTAL PROPERTY, INV RELATED, ROSLINDALE, MA, 100% OWNERSHIP WITH SPOUSE, START: 11/16/1996, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-14 |
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