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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 06/2019 | 05/2021 |
| New York Life Insurance Co | Waltham | MA | 06/2019 | 05/2021 |
| Ascensus | Newton | MA | 10/2018 | 04/2019 |
| The Ireland Funds | Boston | MA | 12/2016 | 08/2017 |
| Boston College | Chestnull Hill | MA | 08/2015 | 05/2019 |
| Eagle Strategies Llc | Waltham | MA | 11/2020 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 05/2021 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 05/2021 | Present |
Effective 5/31/2021 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-16 |
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