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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jenkinson'S | Point Pleasant | NJ | 03/2006 | 12/2017 |
| Jp Morgan Securities Llc | Jersey City | NJ | 06/2018 | 02/2024 |
| Jp Morgan Securities Llc | Brick | NJ | 12/2015 | 06/2018 |
| Jp Morgan Chase Bank | Jersey City | NJ | 06/2018 | 02/2024 |
| Fidelity Investments | Millburn | NJ | 03/2024 | Present |
| Jp Morgan Chase Bank | Brick | NJ | 12/2015 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-11 |
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