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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-21 |
Branch Locations
174 University Ave, Westwood, MA 02090 • United States
869 Providence Hwy, Dedham, MA 02026 • United States
108 Main St, Medway, MA 02053 • United States
7 Medway Rd, Milford, MA 01757 • United States
670 High St, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock / Sii | Westborough | MA | 06/2014 | 01/2017 |
| Santander Bank Na | Boston | MA | 02/2017 | 11/2018 |
| Santander Securities Llc | Boston | MA | 02/2017 | 11/2018 |
| Jp Morgan Securities, Llc | Dedham | MA | 11/2018 | Present |
| Jp Morgan Chase Bank, N.A. | Dedham | MA | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-11 |
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