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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 11/2017 | 02/2018 |
| Island Transport Inc. | Oak Bluffs | MA | 05/2011 | 10/2017 |
| Framingham State University | Framingham | MA | 01/2014 | 05/2017 |
| Morgan Stanley | Boston | MA | 02/2018 | 01/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 03/2019 | 12/2021 |
| Bank Of America, N.A. | Boston | MA | 03/2019 | 12/2021 |
| J.P. Morgan Securities Llc | Boston | MA | 01/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 01/2022 | Present |
| Apple | Natick | MA | 12/2017 | 08/2021 |
| Trilogy Education Services Inc | New York | NY | 05/2021 | 05/2022 |
| Dynamo Software Inc | Watertown | MA | 04/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
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