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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
1617 Blue Hill Ave, Mattapan, MA 02126 • United States
81 Milk St, Boston, MA 02109 • United States
441 W Broadway, South Boston, MA 02127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colony Grill Restaurant | Milford | CT | 04/2015 | 09/2017 |
| Beacon Tree Capital | Boston | MA | 09/2017 | 12/2017 |
| Northwestern Mutual Investment Services, Llc | Boston | MA | 05/2018 | 04/2020 |
| Northwestern Mutual | Milwaukee | WI | 05/2019 | 04/2020 |
| Unemployed | Somerville | MA | 05/2020 | 08/2020 |
| Suffolk University Boston | Boston | MA | 09/2015 | 05/2019 |
| E*Trade Securities Llc | Boston | MA | 09/2020 | 07/2023 |
| Morgan Stanley | Boston | MA | 03/2023 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2023 | 06/2024 |
| Unemployed | Roxbury | MA | 07/2023 | 09/2023 |
| Bank Of America, N.A. | Boston | MA | 09/2023 | 06/2024 |
| J.P. Morgan Securities Llc | Boston | MA | 06/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 06/2024 | Present |
| Harrisdirect Llc | Boston | MA | 09/2020 | 07/2023 |
| Morgan Stanley | Boston | MA | 09/2020 | 07/2023 |
| Northwestern Mutual | Boston | MA | 05/2018 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-04 |
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