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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
Branch Locations
13 Davis Straits Unit 15, Falmouth, MA 02540 • United States
20 Central Sq, Bridgewater, MA 02324 • United States
500 Westgate Dr, Brockton, MA 02301 • United States
448 Dartmouth St, New Bedford, MA 02740 • United States
9 West Rd, Orleans, MA 02653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc | Foxboro | MA | 01/2017 | 01/2025 |
| American Income Life Insurance | Mansfield | MA | 11/2014 | 01/2017 |
| J.P. Morgan Securities Llc | Orleans | MA | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Orleans | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-02 |
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