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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mizuho Securities Usa Inc | New York | NY | 07/2016 | 04/2017 |
| Goldman Sachs & Co Llc | Boston | MA | 07/2017 | 02/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 02/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 02/2023 | Present |
| Unemployed | Boston | MA | 05/2017 | 06/2017 |
| Beechwood Llc | Dorchester | MA | 02/2020 | Present |
| 740 E. 3Rd Llc | Boston | MA | 12/2020 | Present |
| 24 Forest Hills | Jamaica Plain | MA | 05/2018 | Present |
| 58 Forest Hills | Jamaica Plain | MA | 03/2023 | Present |
| 70 O St. Llc | South Boston | MA | 04/2023 | Present |
| Regiment Llc | Boston | MA | 08/2017 | Present |
| 213 W Eighth St Llc | Boston | MA | 06/2023 | Present |
| 910 E 4Th Street South Boston | Boston | MA | 07/2023 | Present |
| 788 Properties Llc | Boston | MA | 08/2023 | Present |
| Hermitage Property Management | Boston | MA | 08/2023 | 06/2025 |
| 289 Chestnut Ave Llc | Boston | MA | 10/2023 | Present |
| 853 East 1St Street, South Boston Ma 02127 | South Boston | ME | 05/2024 | Present |
| 29 Magnolia Llc | Boston | MA | 12/2024 | Present |
| Colebrook Street Llc | Boston | MA | 01/2025 | Present |
| 178 L Street Llc | South Boston | MA | 07/2025 | Present |
| 218 West 8Th Street Llc | South Boston | MA | 08/2025 | Present |
| 287 West 5Th Street Llc | Boston | MA | 08/2025 | Present |
| 283 West 5Th Llc | South Boston | MA | 08/2025 | Present |
| 47 Old Harbor Llc | Boston | MA | 08/2025 | Present |
Entity Name: 95 Auckland Investment related: No Address: Dorchester, MA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/20/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate investment Entity Name: 23 Burr Street Investment related: No Address: 23 Burr St, Jamaica Plain, MA 02130 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/20/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate Entity Name: Real Estate Investment related: No Address: Boston, MA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/29/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate investment Entities 287 West 5th Street LLC 218 West 8th Street LLC 178 L Street LLC Colebrook Street LLC 853 East 1st Street 289 Chestnut Ave LLC 788 Properties LLC 910 E 4th Street 213 W Eighth St LLC Beechwood LLC 740 E. 3rd LLC 24 Forest Hills 58 Forest Hills 70 O St. LLC Regiment LLC 29 Magnolia LLC 283 West 5th LLC 47 Old Harbor LLC Position: Owner/Partner for all entities Address: Addresses include various locations in Boston, South Boston, Dorchester, Jamaica Plain, and some listed as Private. Details: 18 entities are related to Real Estate, either as investment properties, ownership in LLCs, or holding real estate with partners or family. Investment Related: None of the entities are investment related for securities purposes. Hours Dedicated: 0-10 hours per week for each entity Trading Hours: 0 hours during securities trading hours for each entity Duties: Duties across all entities include real estate investing, property ownership, holding properties in LLCs, and co-owning properties with partners or family. Activities are passive, with no active management or trading involved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-23 |
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