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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-16 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 07/2024 | Present |
| J.P. Morgan Securities Llc | Greenwich | CT | 07/2024 | Present |
| Berkshire Impact Consulting | Amherst | MA | 06/2022 | 06/2024 |
| The Highlander Group | Framingham | MA | 05/2022 | 07/2022 |
| Isenberg School Of Management | Amherst | MA | 09/2023 | 12/2023 |
| Swc Corp Mill Wharf Restaurant | Scituate | MA | 01/2020 | 12/2021 |
| Mcmurphy Inc | Amherst | MA | 05/2023 | 11/2023 |
| Swc Corp Mill Wharf Restaurant | Scituate | MA | 12/2021 | 02/2022 |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 06/2023 | 08/2023 |
| Scituate Recreation Department | Scituate | MA | 06/2017 | 09/2017 |
| Scituate Recreation Department | Scituate | MA | 06/2018 | 09/2018 |
| Scituate Recreation Department | Scituate | MA | 06/2019 | 09/2019 |
| Situate Chair Company | Marshfield | MA | 07/2022 | 09/2022 |
| Kappa Kappa Gamma Fraternity | Amherst | MA | 02/2022 | 05/2022 |
| Mezcales Inc | Amherst | MA | 02/2022 | 05/2022 |
| Five College Movers | Amherst | MA | 08/2023 | 08/2023 |
| Unemployed | Scituate | MA | 01/2014 | 05/2017 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2020 | 12/2023 |
| Unemployed | Scituate | MA | 10/2017 | 05/2018 |
| Unemployed | Scituate | MA | 10/2018 | 05/2019 |
| Unemployed | Scituate | NY | 10/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-15 |
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