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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2012 | 03/2020 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2022 | 03/2025 |
| Canaccord Genuity Llc | Boston | MA | 04/2020 | 09/2022 |
| J.P. Morgan Securities Llc | Boston | MA | 01/2026 | Present |
| Unemployed | Westwood | MA | 04/2025 | 12/2025 |
Effective 1/12/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-08 |
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