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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| NC | RA | APPROVED | 2017-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Boston | MA | 02/2008 | 11/2017 |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 11/2017 | Present |
| Jpmorgan Securities, Llc. | Boston | MA | 11/2017 | Present |
Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-22 |
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