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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-26 |
Branch Locations
3 Park Plz, Floor 08, Irvine, CA 92614 • United States
230 Market St, Lynnfield, MA 01940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Lynnfield | MA | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Lynnfield | MA | 03/2026 | Present |
| Morgan Stanley | Boston | MA | 01/2025 | 03/2026 |
| Wells Fargo | Boston | MA | 11/2016 | 12/2024 |
| Natixis Dist | Boston | MA | 04/2013 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-21 |
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