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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
| CT | RA | APPROVED | 2024-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Wellesley | MA | 08/2016 | 12/2017 |
| Charles River Country Club | Newton | MA | 08/2014 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wellesley Hills | MA | 08/2019 | 01/2023 |
| Ubs Financial Services | Wellesley | MA | 12/2017 | 08/2019 |
| First Republic Securities Company, Llc | Wellesley | MA | 01/2023 | 09/2023 |
| First Republic Investment Management, Inc. | Wellesley | MA | 01/2023 | Present |
| J.P. Morgan Securities Llc | Wellesley | MA | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | Wellesley Hills | MA | 10/2023 | Present |
Charles River Country Club Not investment related Newton Centre, MA 02459 Golf and Social Club Member Relations 08/2014 Start Date 40-45 hours/month 0 hours devoted during securities trading hours Member Relations/Pub Management/Bartending/Serving
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-11 |
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