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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arete Research Llc | Boston | MA | 03/2015 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 08/2020 | 11/2022 |
| Unemployed | Boston | MA | 11/2019 | 07/2020 |
| Bank Of America, N.A. | Boston | MA | 11/2020 | 11/2022 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 11/2022 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 11/2022 | Present |
| Warrior Sailing | Kings Point | NY | 02/2023 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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