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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-20 |
Branch Locations
776 Beacon St, Newton, MA 02459 • United States
843 Washington St, Newtonville, MA 02460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Ashland | MA | 04/2016 | 05/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ashland | MA | 04/2016 | 05/2024 |
| J.P. Morgan Securities Llc | Newton | MA | 05/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Newton | MA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-12 |
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