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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2024 | 05/2026 |
| Bank Of America | Boston | MA | 07/2024 | 05/2026 |
| Synergy Finl Llc | Boston | MA | 02/2024 | 07/2024 |
| Jones Lang Lasalle | Cambridge | MA | 12/2021 | 02/2024 |
| Unemployed | North Reading | MA | 05/2016 | 11/2021 |
| Cycleworx Mobile Bike Services Llc | Boston | MA | 09/2025 | Present |
Entity Name: CycleWorx Mobile Bike Services LLC Investment related: No Address: www.cycleworxboston.com Nature of the other business: Bicycle Repair Position/Title/Relationship: Owner/Partner Start Date: 09/01/2025 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Bicycle Repair Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-04 |
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