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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 11/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 07/2023 | Present |
| First Republic Bank | Boston | MA | 05/2022 | 07/2023 |
| Unemployed | Leominster | MA | 04/2022 | 04/2022 |
| Dcu | Marlborough | MA | 06/2006 | 03/2022 |
| Be Merry Collective | Leominster | MA | 02/2024 | Present |
Entity Name: Be Merry Collective Investment related: No Address: Leominster MA 01453 www.bemerrycollective.com Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 02/26/2024 Approximate # of hours a week 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the owner of a sole member LLC, which is an online boutique selling home goods (candles, soaps, etc). There is no overlap with my work at JPMC and my work hours will not overlap as well.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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