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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 10/2015 | 05/2017 |
| Eaton Vance Distributors, Inc. | Boston | MA | 10/2015 | 05/2017 |
| Brown Advisory | Boston | MA | 06/2017 | 08/2024 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 09/2024 | Present |
Effective 9/3/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-25 |
| S66 | Uniform Combined State Law Examination | 2011-04-11 |
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