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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Boston | MA | 09/2023 | Present |
| Jpmorgan Securities Llc | Boston | MA | 09/2023 | Present |
| Liberty Mutual Investments | Boston | MA | 09/2019 | 09/2023 |
| Loomis Sayles & Co. | Boston | MA | 06/2017 | 09/2019 |
| Bentley University | Waltham | MA | 01/2015 | 05/2017 |
| Loomis Sayles | Boston | MA | 06/2016 | 08/2016 |
| Bentley University | Waltham | MA | 08/2013 | 05/2017 |
| Diamond Odyssey, Llc | Braintree | MA | 04/2025 | Present |
Entity Name: Diamond Odyssey, LLC Investment related: No Address: 150 Grossman Drive Suite 205A PMB 70022 Braintree MA 02184 Nature of the other business: Arts & Crafts Position/Title/Relationship: Owner/Partner Start Date: 04/28/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner of LLC, Art Business International travel and oil painting sketching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
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