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165 Village St, Medway, MA 02053 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 04/2022 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 04/2022 | 09/2025 |
| Houghton College | Houghton | NY | 06/2019 | 04/2022 |
| Trajex Marketing Solutions, Llc | Boxborough | MA | 12/2020 | 01/2023 |
| Houghton Student Enterprises | Houghton | NY | 08/2018 | 05/2019 |
| Houghton College | Houghton | NY | 08/2016 | 05/2019 |
| Camp Berea | Hebron | NH | 06/2017 | 08/2017 |
| Camp Berea | Hebron | NH | 06/2018 | 08/2018 |
| J.W. Cole Financial, Inc. | Tampa | FL | 10/2025 | Present |
(1) Richardson Financial Services; DBA; Financial Planning; Investment Related; 165 Village Street, Medway, MA 02053; Associate Financial Planner; Fee based financial planning and portfolio manager advice; Start 9/29/2025; 140 hours/month, 140 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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