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Advisor at J.P. MORGAN SECURITIES LLC
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jan 18, 2024 | n/a | yes | BOSTON, MA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Jan 13, 2023 | Mar 20, 2025 | no | Wellesley, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 1, 2020 | Jan 17, 2023 | no | NEW YORK, NY|WELLESLEY HILLS, MA|WELLESLEY HILLS, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | J.P. MORGAN SECURITIES LLC | Mar 20, 2025 | Jan 18, 2024 | -427 | Bulk transfer | Ibd to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Jan 17, 2023 | Jan 13, 2023 | -4 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:108559:MA:2023-01-17 | Jan 17, 2023 | Jan 13, 2023 | WELLESLEY HILLS, MA | Firm change |