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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 07/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 07/2025 | Present |
| Unemployed | Boston | MA | 05/2025 | 07/2025 |
| Northeastern University | Boston | MA | 08/2023 | 05/2025 |
| Middleton & Company | Boston | MA | 07/2017 | 08/2023 |
| Unemployed | Boston | MA | 05/2017 | 07/2017 |
| Northeastern University | Boston | MA | 09/2012 | 05/2017 |
NAME OF OTHER BUSINESS:Caritas Communities IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:25 Braintree Hill Park,Boston,MA,02184,USA NATURE OF OTHER BUSINESS:Non-profit YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Board of Directors member START DATE OF YOUR RELATIONSHIP:2021-06-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:3 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Foresight and oversight on on governance, residents' life, communication, etc. IS THIS A RESIDENTIAL ADDRESS?:No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
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