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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Wellesley | MA | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Wellesley | MA | 06/2026 | Present |
| Keenan Financial | Boston | MA | 05/2021 | 06/2026 |
| Keenan Financial | Boston | MA | 05/2021 | 06/2026 |
| California Cryobank Llc | Cambridge | MA | 06/2022 | 07/2023 |
| Boston College | Chestnut Hill | MA | 09/2017 | 05/2021 |
| Exelon Corporation | Baltimore | MD | 06/2020 | 08/2020 |
| Baltimore Gas & Electric | Baltimore | MD | 06/2020 | 08/2020 |
| Baltimore Gas Electric | Baltimore | MD | 06/2019 | 08/2019 |
| Lynchs Food And Beverage Llc/ Brian Boru | Severna Park | MD | 06/2017 | 08/2017 |
| Unemployed | Severna Park | MD | 09/2016 | 06/2017 |
| Continential Pool Llc | Millersville | MD | 05/2016 | 09/2016 |
| Olde Severna Park Improvement Association | Severna Park | MD | 05/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-15 |
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