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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-21 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Boston | MA | 10/2025 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 10/2025 | Present |
| Unemployed | Scituate | MA | 04/2025 | 09/2025 |
| Fidelity Investments | Boston | MA | 02/2021 | 04/2025 |
| Unemployed | Westborough | MA | 06/2020 | 01/2021 |
| Pennsylvania State University | University Park | PA | 08/2016 | 05/2020 |
| Toll Brothers | Westborough | MA | 06/2019 | 08/2019 |
| Burke & Levy Pc | Westborough | MA | 06/2018 | 08/2018 |
| 800 Got Junk | Westborough | MA | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-16 |
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