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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-12-04 |
| NH | RA | APPROVED | 2024-12-04 |
| RI | RA | APPROVED | 2024-12-04 |
| TX | RA | APPROVED | 2024-12-04 |
Branch Locations
429 Boston Rd, Billerica, MA 01821 • United States
210 Andover St, Peabody, MA 01960 • United States
35 Storey Ave, Newburyport, MA 01950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 05/2018 | 09/2021 |
| Santander Securities Llc | Dorchester | MA | 05/2018 | 09/2021 |
| Putnam Investments | Andover | MA | 06/2017 | 05/2018 |
| J.P. Morgan Securities Llc | Peabody | MA | 10/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Peabody | MA | 10/2021 | Present |
| Unemployed | Peabody | MA | 06/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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