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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 04/2024 | 01/2026 |
| J.P. Morgan Chase Bank, N.A. | Boston | MA | 04/2024 | 01/2026 |
| Unishippers | Quincy | MA | 09/2023 | 04/2024 |
| The Simplicity Group | Summit | NJ | 06/2022 | 08/2022 |
| Union College | Schenectady | NY | 09/2019 | 06/2023 |
| Ups | Summit | NJ | 11/2019 | 01/2021 |
| Garden Cottage Company | Fairfield | NJ | 05/2020 | 08/2020 |
| Unemployed | Summit | NJ | 01/2014 | 08/2019 |
| Civic Operations Group | Woodbridge | NJ | 07/2021 | 08/2021 |
| Oasis Outsourcing | Summit | NJ | 05/2022 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-16 |
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