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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| NH | RA | APPROVED | 2022-11-28 |
| RI | RA | APPROVED | 2022-11-28 |
Branch Locations
50 Drum Hill Rd, Chelmsford, MA 01824 • United States
66 Gilcreast Rd , Londonderry, NH 03053 • United States
315 Bridge St, Lowell, MA 01850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Nashua | NH | 09/2019 | 10/2022 |
| J.P. Morgan Securities Llc | Nashua | NH | 09/2019 | 10/2022 |
| Citizens Bank | Salem | NH | 02/2015 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Chelmsford | MA | 10/2022 | Present |
| J.P. Morgan Securities Llc | Chelmsford | MA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-24 |
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