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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 12/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 12/2025 | Present |
| Santander Bank Us | Newtonville | MA | 05/2021 | 12/2025 |
| J.P. Morgan Securities Llc | New York | NY | 03/2019 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 03/2019 | 05/2021 |
| Morgan Stanley | Boston | MA | 12/2018 | 02/2019 |
| Teed Enterprises Llc | Newport | AR | 09/2005 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-21 |
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