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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-01 |
| NH | RA | APPROVED | 2025-09-22 |
Branch Locations
300 Mishawum Rd Ste 900, Woburn, MA 01801 • United States
208 Main St, Ste 3, Wilmington, MA 01887 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank/Citizens Securities Inc | Medford | MA | 03/2017 | 04/2022 |
| Joe's Bar And Grill | Boston | MA | 11/2016 | 02/2017 |
| Charles Schwab & Co. | Burlington | MA | 04/2022 | 11/2024 |
| Td Private Client Wealth Llc | Andover | MA | 12/2024 | 09/2025 |
| Td Bank N.A. | Andover | MA | 12/2024 | 09/2025 |
| J.P. Morgan Securities Llc | Woburn | MA | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Woburn | MA | 09/2025 | Present |
| Tavistock Restaurant Collection | Boston | MA | 11/2016 | 02/2017 |
| Unemployed | Beverly | MA | 09/2014 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-02 |
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