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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| RI | RA | APPROVED | 2023-08-09 |
Branch Locations
362 Southbridge St, Auburn, MA 01501 • United States
527 Boston Post Rd, Sudbury, MA 01776 • United States
438 Putnam Pike, Greenville, RI 02828 • United States
814 Newport Ave, Pawtucket, RI 02861 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Investments | Worcester | MA | 01/2011 | 08/2023 |
| Santander Securities Llc | Dorchester | MA | 09/2012 | 08/2023 |
| J.P. Morgan Securities Llc | Greenville | RI | 08/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Greenville | RI | 08/2023 | Present |
rental property (no DBA) non investment related 381-383 Pawtucket avenue, Pawtucket, RI 02860 rental property owner start date 05/01/2017, two hours monthly, none during trading hours. Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-19 |
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