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Charley A. Borek

J.P. Morgan Securities LLC

Boston, MA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-21
  • TX RA
    APPROVED
    Since 2024-06-21

Branch Locations

50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 06/2021 12/2022
Boston Private Wealth & Trust (Svb) Boston MA 06/2020 08/2020
Tufts University Medford MA 09/2017 08/2021
Unemployed Raymond NH 05/2021 08/2021
Moors Cabot Inc Boston MA 01/2023 06/2024
J.P. Morgan Securities Llc Boston MA 06/2024 Present
Jpmorgan Chase Bank, N.A. Boston MA 06/2024 Present
Atlas Devices Boston MA 01/2020 05/2020
Powderhouse Pub Somerville MA 05/2017 05/2020
Black Cow Newburyport MA 05/2018 09/2018
Gentle Giant Moving Company Portsmouth NH 05/2018 09/2018
Gordie's Team Camp Providence RI 08/2013 08/2017
  • 06/2021 → 12/2022
    Equitable Advisors, Llc
    New York, NY
  • 06/2020 → 08/2020
    Boston Private Wealth & Trust (Svb)
    Boston, MA
  • 09/2017 → 08/2021
    Tufts University
    Medford, MA
  • 05/2021 → 08/2021
    Unemployed
    Raymond, NH
  • 01/2023 → 06/2024
    Moors Cabot Inc
    Boston, MA
  • 06/2024 → Present
    J.P. Morgan Securities Llc
    Boston, MA
  • 06/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 01/2020 → 05/2020
    Atlas Devices
    Boston, MA
  • 05/2017 → 05/2020
    Powderhouse Pub
    Somerville, MA
  • 05/2018 → 09/2018
    Black Cow
    Newburyport, MA
  • 05/2018 → 09/2018
    Gentle Giant Moving Company
    Portsmouth, NH
  • 08/2013 → 08/2017
    Gordie's Team Camp
    Providence, RI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-29
  • S66 Uniform Combined State Law Examination
    2021-11-29
Other Names
  • Charley Angus Borek
  • Charley A Borek
  • Charley Borek

View on SEC IAPD

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CHRISTOPHER MICHAEL HAGAN
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JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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