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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 01/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 01/2026 | Present |
| Bank Of America | Boston | MA | 11/2019 | 01/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 11/2019 | 01/2026 |
| Equitable Financial/Equitable Advisors | Hamden | CT | 07/2019 | 11/2019 |
| Axa Advisors, Llc | Hamden | CT | 07/2019 | 10/2019 |
| Unemployed | Essex | CT | 05/2019 | 07/2019 |
| Unv Of Ct/Ct Center For Ent Inn | Storrs | CT | 09/2017 | 05/2019 |
| University Of Connecticut | Storrs | CT | 08/2015 | 05/2019 |
| Essex Savings Bank | Essex | CT | 06/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-28 |
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