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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-08 |
| NH | RA | APPROVED | 2025-03-09 |
Branch Locations
173 Chestnut St, Needham, MA 02494 • United States
9 Central St, Wellesley, MA 02482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Wellesley | MA | 08/2021 | Present |
| J.P. Morgan Securities Llc | Wellesley | MA | 09/2021 | Present |
| Webster Bank | Needham | MA | 06/2018 | 01/2020 |
| The Village Bank | Newton | MA | 02/2018 | 06/2018 |
| Santander Bank N.A. | Quincy | MA | 03/2020 | 08/2021 |
| Newton Chinese Language School | Newton | MA | 09/2014 | Present |
| Uhouzz | Boston | MA | 01/2017 | 05/2018 |
| University Of Massachusetts Boston | Dorchester | MA | 09/2014 | 12/2016 |
Entity Name: Newton Chinese Language School Investment related: No Address: 21 Minot Pl, Newton, MA Nature of the other business: Nonprofit Position/Title/Relationship: Employee/Contractor Start Date: 09/07/2014 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A nonprofit education organization serve the local and greater Boston communities in culture diversity training and Chinese language teaching.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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