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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-21 |
| TX | RA | APPROVED | 2022-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 05/2009 | 04/2020 |
| Morgan Stanley | Boston | MA | 04/2020 | 05/2022 |
| Jpmorgan Securities Llc | Boston | MA | 05/2022 | Present |
| Eastern Mass Association Of Interscholastic Football Officials | Whitman | MA | 09/2016 | Present |
Entity Name: Eastern Mass Association of Interscholastic Football Officials Investment related: No "Address: 600 Franklin St, Whitman, Ma, 02382. " Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 09/01/2016 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Officiate youth and high school football games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 2003-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-12 |
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