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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-05-06 |
| TX | RA | APPROVED | 2023-09-15 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Boston | MA | 06/2020 | Present |
| Jpmorgan Securities Llc | Boston | MA | 06/2020 | Present |
| Jpmorgan Chase | Boston | MA | 05/2019 | 08/2019 |
| Harvard Business School | Cambridge | MA | 03/2020 | 04/2020 |
| Harvard University | Cambridge | MA | 08/2016 | 05/2020 |
| Harvard University | Cambridge | MA | 05/2017 | 06/2017 |
| Harvard University | Cambridge | MA | 02/2019 | 08/2019 |
| Harvard University | Cambridge | MA | 11/2019 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-28 |
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