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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-28 |
Branch Locations
1441 Washington St, Hanover, MA 02339 • United States
790 Chief Justice Cushing Hwy Ste 1, Cohasset, MA 02025 • United States
215 Chauncy St, Mansfield, MA 02048 • United States
386 Washington St, Stoughton, MA 02072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Hanover | MA | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Hanover | MA | 01/2026 | Present |
| Fidelity Investments | Shrewsbury | MA | 06/2021 | 01/2026 |
| Unemployed | Sudbury | MA | 09/2020 | 05/2021 |
| Bottomline Technologies | Portsmouth | NH | 06/2020 | 08/2020 |
| Syracuse Rec Services | Syracuse | NY | 08/2018 | 06/2020 |
| Ups | Chelmsford | MA | 12/2019 | 01/2020 |
| Skipper Chowder House | Yarmouth | MA | 06/2015 | 08/2019 |
| Vector Marketing | Waltham | MA | 11/2018 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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