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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
| NH | RA | APPROVED | 2025-06-23 |
Branch Locations
256 Washington St Unit 300, Hudson, MA 01749 • United States
295 Essex St, Lawrence, MA 01840 • United States
1134 Main St, Concord, MA 01742 • United States
174 Littleton Rd Ste 1, Westford, MA 01886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 09/2019 | 11/2021 |
| Santander Securities, Llc | Dorchester | MA | 10/2019 | 12/2019 |
| J.P. Morgan Securities Llc | Westford | MA | 11/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Westford | MA | 11/2021 | Present |
| Travelex Currency Services | Burlington | MA | 08/2016 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-20 |
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