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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 30, 2024 | n/a | yes | BOSTON, MA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Jan 13, 2023 | Mar 21, 2025 | no | Wellesley, MA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 21, 2016 | Jan 17, 2023 | no | 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 21, 2025 | Jan 30, 2024 | -416 | 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 |