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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Somerville | MA | 07/2015 | 09/2019 |
| Citizens Securities, Inc | Somerville | MA | 01/2017 | 09/2019 |
| Santander Bank, Na | Boston | MA | 09/2019 | 08/2021 |
| Santander Securities, Llc | Dorchester | MA | 09/2019 | 08/2021 |
| Uber | Chelsea | MA | 11/2019 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Revere | MA | 08/2021 | Present |
| J.P. Morgan Securities Llc | Revere | MA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-03 |
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