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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-08-02 |
Branch Locations
291 Main St, Acton, MA 01720 • United States
120 Worcester Rd, Framingham, MA 01702 • United States
44 Main St, Wayland, MA 01778 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 04/2017 | 10/2017 |
| New York Life Insurance Co | Waltham | MA | 12/2015 | 10/2017 |
| Citizens Securities, Inc | Hudson | NH | 11/2017 | 12/2020 |
| Citizens Securities Inc | Acton | MA | 01/2021 | 01/2022 |
| Citizens Bank, N.A | Acton | MA | 10/2017 | 01/2022 |
| Nylife Securities Llc | Waltham | MA | 12/2015 | 03/2017 |
| Jpmorgan Chase Bank, N.A. | Westford | MA | 07/2022 | Present |
| J.P. Morgan Securities Llc | Westford | MA | 07/2022 | Present |
| Unemployed | Pepperell | MA | 01/2022 | 07/2022 |
| Commonwealth Of Massachusetts | Boston | MA | 05/2021 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-20 |
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