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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-28 |
| NH | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
7 Palmer St, Roxbury, MA 02119 • United States
594 Columbia Rd, Boston, MA 02125 • United States
280 Huntington Ave, Boston, MA 02115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 02/2019 | 09/2024 |
| Otree Solutions Llc | Somerville | MA | 08/2021 | 12/2021 |
| Unemployed | Cambridge | MA | 09/2014 | 09/2017 |
| Citizen Bank | Somerville | MA | 10/2017 | 03/2018 |
| Cvs | Pittsfield | MA | 03/2018 | 05/2019 |
| Bank Of America | Boston | MA | 02/2019 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 09/2024 | Present |
| J.P. Morgan Securities Llc | Boston | MA | 09/2024 | Present |
Entity Name: OtreeSolutions.com Investment related: No Address: 58 Sycamore st. Somerville 02145 Nature of the other business: Tree Solutions Position/Title/Relationship: Employee/Contractor Start Date: 02/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family business duties- Helping in packaging and delivery
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-17 |
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