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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-07 |
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
125 High St Ste 1359A, Boston, MA 02110 • United States
800 Boylston St Ste 705, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boston | MA | 04/2013 | 11/2017 |
| Jpmorgan Chase Bank Na | Boston | MA | 04/2013 | 11/2017 |
| First Republic Securities Company, Llc | Boston | MA | 11/2017 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 06/2023 | Present |
RENTAL PROPERTY (RUTLAND SQUARE); INV RELATED; BOSTON, MA; 50% OWNERSHIP; START 12/24/2012; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; DUTIES: NONE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-08 |
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