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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-24 |
| TX | RA | APPROVED_RES | 2017-12-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Boston | MA | 03/2008 | 11/2017 |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 11/2017 | Present |
| Jpmorgan Securities, Llc. | Boston | MA | 11/2017 | Present |
| Red Sky Hospitality Llc | Boston | MA | 08/2021 | Present |
| Linksdao, Inc. | Boston | MA | 08/2022 | Present |
Entity Name: LinksDao, Inc. Investment related: Yes Address: BOSTON, Massachusetts 02125 https://linksdao.io/ Nature of the other business: Country Club Position/Title/Relationship: Owner/Partner Start Date: 08/25/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: modern golf and leisure club. Investing in seed round as a Limited Partner. No connection to JPMC . Entity Name: Red Sky Hospitality LLC Investment related: N Address: Boston, MA 02125 Nature of the other business: REAL ESTATE Position/Title/Relationship: OWNER/ PARTNER Start Date: 08/20/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Member of LLC along with my wife. Not similar. Purpose of the LLC is to put our secondary home in LLC and rent out the property on occasion. My wife will be the manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-24 |
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