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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-22 |
Branch Locations
Brownsburg, IN • United States
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 04/2017 | 11/2022 |
| Lifescience Logistics | Brownsburg | IN | 10/2016 | 12/2018 |
| Shoe Carnival | Plainfield | IN | 06/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 12/2022 | 09/2023 |
| Bank Of America, N.A. | Indianapolis | IN | 12/2022 | 09/2023 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 12/2019 | 11/2022 |
| Jpmorgan Chase Bank, N.A. | Zionsville | IN | 09/2023 | 01/2025 |
| J.P. Morgan Securities Llc | Zionsville | IN | 09/2023 | 01/2025 |
| Ascensus Broker Dealer Services | Dresher | PA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-28 |
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