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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Bayside | NY | 01/2015 | 12/2017 |
| Jpmorgan Securities Llc | Bayside | NY | 01/2015 | 12/2017 |
| Jpmorgan Chase Bank Na | Forest Hills | NY | 01/2018 | 12/2019 |
| Jpmorgan Securities Llc | Forest Hills | NY | 01/2018 | 12/2019 |
| Jpmorgan Securities Llc | Forest Hills | NY | 01/2020 | 11/2022 |
| Fidelity Investments | Oakland Gardens | NY | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126921|OrgNmn:The Q, Quality Services for Independent Living|Org Addr:Great Neck,New York,US|OBA Nature:Contractor that provides servi|Invst Rel:N|Title:Independent Contractor|Duties:Sometimes format laptop hard drives. Set up Windows. Set up software & services on laptop needed for an employee to use it for their role.|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-25 |
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