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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-30 |
| TX | RA | APPROVED | 2024-01-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Atlanta | GA | 09/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 10/2016 | 01/2023 |
| Cetera Financial Group | Atlanta | GA | 03/2013 | 09/2016 |
| Bank Of America, N.A. | Wellesley Hills | MA | 03/2017 | 01/2023 |
| First Republic Securities Company, Llc | Wellesley | MA | 01/2023 | 10/2023 |
| First Republic Investment Management, Inc. | Wellesley | MA | 01/2023 | 12/2024 |
| J.P. Morgan Securities Llc | Wellesley | MA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Wellesley | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-17 |
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