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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-28 |
| TX | RA | APPROVED_RES | 2022-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cape Cod Five Cents Savings Bank | Hyannis | MA | 12/2014 | 03/2019 |
| Infinex Investments, Inc. | Meriden | MA | 03/2017 | 03/2019 |
| New York Life | Las Vegas | NV | 05/2019 | 07/2019 |
| Charles Schwab & Co., Inc. | Mashpee | MA | 09/2019 | 12/2019 |
| Unemployed | Medford | MA | 01/2020 | 08/2020 |
| Amazon | Medford | MA | 09/2020 | 10/2020 |
| Oppenheimer & Co. Inc | Boston | MA | 11/2020 | 09/2022 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 09/2022 | Present |
| Daily Catch Restaurant | Boston | MA | 08/2021 | 09/2022 |
| Charles Schwab | Mashpee | MA | 10/2019 | 12/2019 |
| Unemployed | Medford | MA | 08/2019 | 08/2019 |
| Unemployed | Boston | MA | 04/2019 | 04/2019 |
Effective 9/26/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-06 |
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