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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Boston | MA | 01/2020 | 05/2021 |
| Unemployed | Boston | MA | 04/2019 | 12/2019 |
| Bank Of America | Lexington | MA | 04/2018 | 04/2019 |
| Bank Of America | Cambridge | MA | 07/2015 | 04/2018 |
| Morgan Stanley | Boston | MA | 03/2023 | 04/2024 |
| The Bank Of New York Mellon | Boston | MA | 01/2022 | 01/2023 |
| Unemployed | Boston | MA | 06/2021 | 12/2021 |
| J.P. Morgan Securities Llc | Boston | MA | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 04/2024 | Present |
| Unemployed | Chestnut Hill | MA | 02/2023 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-15 |
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