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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-07 |
| TX | RA | APPROVED_RES | 2023-06-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 04/2013 | 11/2017 |
| Jpmorgan Chase Bank Na | Boston | MA | 04/2013 | 11/2017 |
| First Republic Securities Company, Llc | Boston | MA | 11/2017 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 06/2023 | Present |
RENTAL PROPERTY, INV RELATED, BARTLETT, NH, 100% OWNERSHIP, START: 6/22/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-12 |
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