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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-08 |
| VT | RA | APPROVED | 2023-11-08 |
Branch Locations
760 Shelburne Rd, South Burlington, VT 05403 • United States
1 Church St Ste 200, Burlington, VT 05401 • United States
38 Connor Way, Williston, VT 05495-8231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Colchester | VT | 10/2019 | 10/2023 |
| New England Federal Credit Union | South Burlington | VT | 07/2014 | 10/2019 |
| J.P. Morgan Securities Llc | Burlington | VT | 11/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Burlington | VT | 11/2023 | Present |
| Unifi Aviation Llc | South Burlington | VT | 04/2017 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-09 |
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