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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Massachusetts Amherst | Amherst | MA | 09/2019 | 05/2023 |
| The Tarian Group | Amherst | MA | 01/2022 | 03/2023 |
| The Thorndike Company, Llc | Norwood | MA | 06/2022 | 08/2022 |
| Whole Health Connections | Norwood | MA | 04/2021 | 10/2021 |
| Gateway Financial, Llc | Norwell | MA | 06/2021 | 08/2021 |
| Unemployed | Norwell | MA | 07/2019 | 04/2021 |
| Norwell Packaged Store | Norwell | MA | 03/2019 | 06/2019 |
| Norwell High School | Norwell | MA | 09/2015 | 05/2019 |
| Norwell Recreation | Norwell | MA | 06/2016 | 07/2018 |
| The Thorndike Company, Llc | Norwood | MA | 06/2023 | 08/2024 |
| Centaurus Financial, Inc. | Anaheim | CA | 06/2022 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 08/2024 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 08/2024 | Present |
Effective 8/19/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
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