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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-10-07 |
| RI | RA | APPROVED | 2022-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arthur W. Wood Company, Inc. | Boston | MA | 07/2009 | 01/2020 |
| Citizens Bank | Medford | MA | 01/2020 | 09/2022 |
| Citizens Securities Inc. | Medford | MA | 01/2020 | 09/2022 |
| Wood (Arthur W.) Company, Inc. | Boston | MA | 07/2009 | 01/2020 |
| Jpmorgan Chase Bank, N.A. | Hingham | MA | 09/2022 | Present |
| J.P. Morgan Securities Llc | Hingham | MA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-02 |
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