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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-06 |
Branch Locations
25 Center St, Weston, MA 02493 • United States
550 Arsenal St, Watertown, MA 02472 • United States
1030 Main St, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch | Boston | MA | 03/2015 | 08/2021 |
| Charles Schwab Bank, Ssb | Boston | MA | 08/2021 | 11/2023 |
| J.P. Morgan Securities Llc | Watertown | MA | 03/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Watertown | MA | 03/2024 | Present |
| Unemployed | Malden | MA | 12/2023 | 02/2024 |
| 102 Cleveland St. Llc | Malden | MA | 05/2024 | Present |
Entity Name: 102 Cleveland St. LLC Investment related: No Address: Malden MA 02148 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/20/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is my rental property held in a LLC. My finance and I are co-owner of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-26 |
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