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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-08-19 |
Branch Locations
421 Lincoln St, Hingham, MA 02043 • United States
92 Derby St, Ste 123, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bridgewater | MA | 04/2015 | 05/2018 |
| New York Life Insurance Co | Bridgewater | MA | 04/2015 | 05/2018 |
| Eagle Strategies Llc | Bridgewater | MA | 02/2018 | 05/2018 |
| Santander Securities, Llc | Dorchester | MA | 05/2018 | 04/2021 |
| Santander Bank, Na | Boston | MA | 05/2018 | 04/2021 |
| Unemployed | Acushnet | MA | 05/2021 | 08/2021 |
| Santander Bank, Na | Boston | MA | 09/2021 | 07/2022 |
| Santander Securities, Llc | Dorchester | MA | 09/2021 | 07/2022 |
| J.P. Morgan Securities Llc | Braintree | MA | 08/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Braintree | MA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-04 |
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