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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09

Branch Locations

970 Paradise Rd, Swampscott, MA 01907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Malden MA 06/2026 Present
J.P. Morgan Securities Llc Malden MA 06/2026 Present
Unemployed Revere MA 12/2024 05/2026
Fidelity Investments Merrimack NH 10/2022 11/2024
Fidelity Investments Merrimack NH 09/2021 10/2022
Tony C's Sports Bar And Grill Boston MA 03/2017 09/2021
Joe's American Bar & Grill / Tavistock Restaurant Collection Boston MA 08/2013 03/2017
  • 06/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Malden, MA
  • 06/2026 → Present
    Malden, MA
  • 12/2024 → 05/2026
    Unemployed
    Revere, MA
  • 10/2022 → 11/2024
    Fidelity Investments
    Merrimack , NH
  • 09/2021 → 10/2022
    Fidelity Investments
    Merrimack, NH
  • 03/2017 → 09/2021
    Tony C's Sports Bar And Grill
    Boston, MA
  • 08/2013 → 03/2017
    Joe's American Bar & Grill / Tavistock Restaurant Collection
    Boston, MA
Previous Registrations
  • 2022-10-28 → 2024-11-22
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2022-10-27
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07

View on SEC IAPD

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