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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Boston | MA | 05/2006 | 07/2023 |
| First Republic Securities Company, Llc | Boston | MA | 05/2023 | 07/2023 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 07/2023 | 06/2024 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 07/2025 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 07/2025 | Present |
| Unemployed | Dunstable | MA | 07/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-09 |
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