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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| NH | RA | APPROVED | 2023-01-26 |
Branch Locations
11220 Fondren Rd, Houston, TX 77096 • United States
8515 Fondren, Houston, TX 77074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2019 | 01/2023 |
| Boston Trust Walden Company | Boston | MA | 12/2013 | 09/2019 |
| Bank Of America, N.A. | Boston | MA | 09/2019 | 01/2023 |
| J.P. Morgan Securities Llc | Newton | MA | 01/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Newton | MA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-10 |
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