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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
| NH | RA | APPROVED | 2025-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pop's Fine Wines | North Easton | MA | 05/2020 | 09/2020 |
| Luxon Asset Management/Cary St Partners | Richmond | VA | 06/2019 | 07/2019 |
| Rise Private Wealth Management | Bedford | NH | 08/2019 | 03/2020 |
| Rise Private Wealth Management | Bedford | NH | 01/2019 | 05/2019 |
| Allstate | Derry | NH | 09/2018 | 12/2018 |
| Nike | Williamsburg | VA | 06/2017 | 08/2017 |
| Saint Anselm College | Manchester | NH | 08/2016 | 05/2020 |
| J.P. Morgan Securities Llc | Brookline | MA | 03/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Brookline | MA | 03/2025 | Present |
| Bank Of Canton | Meriden | CT | 09/2020 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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