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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-11-02 |
| TX | RA | APPROVED_RES | 2022-10-27 |
| NH | RA | APPROVED | 2022-10-26 |
Branch Locations
256 Washington St Unit 300, Hudson, MA 01749 • United States
94 Great Rd, Bedford, MA 01730 • United States
25 Center St, Weston, MA 02493 • United States
1833 Massachusetts Ave, Lexington, MA 02420 • United States
362 Southbridge St, Auburn, MA 01501 • United States
603 Nashua St, Milford, NH 03055 • United States
429 Boston Rd, Billerica, MA 01821 • United States
44 Main St, Wayland, MA 01778 • United States
527 Boston Post Rd, Sudbury, MA 01776 • United States
55 High St, Medford, MA 02155 • United States
373 Russell St, Hadley, MA 01035 • United States
1252 Main St, Sanford, ME 04073 • United States
3 Webb Pl, Dover, NH 03820 • United States
361 Main St, Malden, MA 02148 • United States
31 William C Kelly Sq, East Boston, MA 02128 • United States
760 Shelburne Rd, South Burlington, VT 05403 • United States
67 S River Rd, Bedford, NH 03110 • United States
44 S Main St, Ste 6, Hanover, NH 03755 • United States
208 Main St, Ste 3, Wilmington, MA 01887 • United States
33 Lafayette Rd Unit B, North Hampton, NH 03862 • United States
1655 Boston Rd, Springfield, MA 01129 • United States
170 Main St, Saugus, MA 01906 • United States
189 Boston Post Rd W, Marlborough, MA 01752 • United States
1391 Main St, Springfield, MA 01103 • United States
295 Essex St, Lawrence, MA 01840 • United States
970 Paradise Rd, Swampscott, MA 01907 • United States
81 Gold Star Blvd, Worcester , MA 01606 • United States
92 Rock Row, Westbrook, ME 04092 • United States
250 Elm St, Somerville, MA 02144 • United States
232 Daniel Webster Hwy, Nashua, NH 03060 • United States
175 Atwood Ave, Cranston, RI 02920 • United States
50 Drum Hill Rd, Chelmsford, MA 01824 • United States
1 Church St Ste 200, Burlington, VT 05401 • United States
40 Burlington Mall Road, Burlington, MA 01803 • United States
391 Lynnway Ste 2, Lynn, MA 01901-1707 • United States
210 Andover St, Peabody, MA 01960 • United States
1134 Main St, Concord, MA 01742 • United States
1574 Woodbury Ave, Portsmouth, NH 03801 • United States
241 Us Route 1 Ste 101, Falmouth, ME 04105 • United States
702 Grand Union Blvd, Somerville, MA 02145 • United States
38 Connor Way, Williston, VT 05495-8231 • United States
480 Congress St, Portland, ME 04101 • United States
16 S Village Dr Bldg 520, Salem, NH 03079 • United States
35 Storey Ave, Newburyport, MA 01950 • United States
230 Market St, Lynnfield, MA 01940 • United States
275 Amherst St, Nashua, NH 03063 • United States
786 Elm St, Manchester, NH 03101 • United States
520 Main St, Saco, ME 04072 • United States
300 Mishawum Rd Ste 900, Woburn, MA 01801 • United States
339 Squire Rd Ste 168, Revere, MA 02151 • United States
200 Turnpike St, North Andover, MA 01845 • United States
291 Main St, Acton, MA 01720 • United States
1 Hannaford D,, Scarborough, ME 04074 • United States
14-16 Maple St, East Longmeadow, MA 01028 • United States
247 S Main St, Middleton, MA 01949 • United States
315 Bridge St, Lowell, MA 01850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Securities, Llc | Framingham | MA | 10/2012 | 04/2017 |
| Citizens Securities, Inc. | East Providence | RI | 04/2017 | 10/2022 |
| J.P. Morgan Securities Llc | Boston | MA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-09 |
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