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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 07/2019 | 09/2021 |
| Jpmorgan Securities, Llc. | Chicago | IL | 07/2019 | 09/2021 |
| College Of The Holy Cross | Worcester | MA | 03/2019 | 04/2019 |
| Unemployed | Worcester | MA | 02/2019 | 02/2019 |
| Jpmorgan Chase | Chicago | IL | 05/2018 | 08/2018 |
| Vector Marketing/ Cutco | Worcester | MA | 07/2016 | 09/2016 |
| Nebc | Northborough | MA | 06/2016 | 07/2017 |
| Speck's Drive-In | Collegeville | PA | 09/2012 | 01/2019 |
| Unemployed | Worcester | MA | 05/2019 | 06/2019 |
| Jpmorgan Chase Bank Na | Boston | MA | 09/2021 | Present |
| Jpmorgan Securities Llc | Boston | MA | 09/2021 | Present |
| 51 Hamilton St Unit #1 Llc | Boston | MA | 04/2022 | Present |
Entity Name: 51 Hamilton ST Unit #1 LLC Investment related: No Address: 51 Hamilton ST Unit #1, Boston, MA 02125 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/14/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC created to own rental property. The entity is owned 50% by myself. The entity was created for the purpose of protecting assets. No other investments will be made.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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