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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Pembroke | MA | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Pembroke | MA | 03/2026 | Present |
| Bank Of America/Merrill Lynch | Waltham | MA | 02/2021 | 02/2026 |
| Instacart | Hingham | MA | 04/2020 | 07/2024 |
| Daniel Gracie Hanover | Hanover | MA | 01/2023 | 06/2024 |
| Shipt | Hingham | MA | 05/2020 | 06/2024 |
| Doordash | Hingham | MA | 05/2020 | 09/2022 |
| Fiserv | Boston | MA | 06/2020 | 02/2021 |
| Bank Of America Merchant Services | Coral Springs | FL | 02/2013 | 06/2020 |
| Lyft | Quincy | MA | 10/2017 | 07/2019 |
| Uber | Quincy | MA | 10/2017 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-07 |
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