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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Boston | MA | 12/2014 | 05/2020 |
| J.P. Morgan Securities Llc | Boston | MA | 01/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 07/2023 | Present |
| First Republic | Boston | MA | 04/2021 | 07/2023 |
| Berkshire Bank | Boston | MA | 09/2020 | 04/2021 |
| Corepower Yoga | Medford | MA | 04/2021 | Present |
| Unemployed | Medford | MA | 06/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 2014-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-27 |
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