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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-15 |
| CT | RA | APPROVED | 2024-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 04/2013 | 11/2017 |
| Jpmorgan Chase Bank Na | Boston | MA | 04/2013 | 11/2017 |
| First Republic Securities Company, Llc | Boston | MA | 11/2017 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 06/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-09 |
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