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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-23
LA RA APPROVED 2017-12-05
FL RA APPROVED 2017-12-04
NC RA APPROVED 2017-12-01
OH RA APPROVED 2017-11-30
TX RA APPROVED_RES 2017-11-30
  • NY RA
    APPROVED
    Since 2025-07-23
  • LA RA
    APPROVED
    Since 2017-12-05
  • FL RA
    APPROVED
    Since 2017-12-04
  • NC RA
    APPROVED
    Since 2017-12-01
  • OH RA
    APPROVED
    Since 2017-11-30
  • TX RA
    APPROVED_RES
    Since 2017-11-30

Branch Locations

Jupiter, FL • United States

277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States

3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Palm Beach FL 11/2008 11/2017
Jpmorgan Chase Bank, N.A. Palm Beach Gardens FL 11/2017 Present
Jpmorgan Securities, Llc. Palm Beach Gardens FL 11/2017 Present
Tripletale Marine Llc Tequesta FL 06/2016 Present
Hawksbill 90, Llc Hobe Sound FL 02/2020 Present
Tripletale Llc Jupiter FL 12/2022 09/2025
7 White Llc Somerville MA 08/2023 12/2024
420 426 Claremore Drive Ndt Development Jupiter FL 06/2024 12/2024
Hawksbill 90 Llc Hobe Sound FL 02/2025 Present
  • 11/2008 → 11/2017
    Palm Beach, FL
  • 11/2017 → Present
    Jpmorgan Chase Bank, N.A.
    Palm Beach Gardens, FL
  • 11/2017 → Present
    Jpmorgan Securities, Llc.
    Palm Beach Gardens, FL
  • 06/2016 → Present
    Tripletale Marine Llc
    Tequesta, FL
  • 02/2020 → Present
    Hawksbill 90, Llc
    Hobe Sound, FL
  • 12/2022 → 09/2025
    Tripletale Llc
    Jupiter, FL
  • 08/2023 → 12/2024
    7 White Llc
    Somerville, MA
  • 06/2024 → 12/2024
    420 426 Claremore Drive Ndt Development
    Jupiter, FL
  • 02/2025 → Present
    Hawksbill 90 Llc
    Hobe Sound, FL
Previous Registrations
Other Businesses

Entity Name: Clear Blue Smiles Investment related: No Add: Nantucket MA Nature: Medical Position/Title/Relationship: Owner/Partner Start Date: 03/17/2025 Approx hrs a week: 0-10 Approx hrs during securities trading hours: 0 duties: none Entity Name: Hawksbill 90 LLC Investment related: Yes Address: 90 Hawksbill, hobe Sound , FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/13/2025 Approx hrs a week: 0-10 Approx trading hours: 0 duties: LLC formed for me as limited partner to invest into Residential real estate speculation properties Entity: Techie kids club Investment related: No Add: Boca Raton, FL 33432 techiekidsclub.com business: Educational Position: Owner/Partner Start Date: 12/04/2023 Approx hrs a week: 0-10 Approx hrs during securities trading hrs: 0 duties: This is a early education company.People on my team, not I, are the relationship managers Entity: caddy Barks LLC Inv related: No Address: 7 castle Lane Sandwich ma business: Customization Position: Owner/Partner Start Date: 11/21/2022 Approx hrs a month: 0-10 Approx hrs during securities trading hrs: 0 duties: partial ownership of a custom golf engraving company Entity: 14 16 sheeps pond llc Inv related: N Address: Furnari Law Fairfield CT 06824 business: Real Estate Position: Owner/ Partner Start Date: 01/31/2022 Approx hrs a month: 0-10 Approx hrs during securities trading hrs: 0 duties: investing into llc to do develop home in Nantucket ma Entity: Veritus Capital TK SPV LLC Inv related: N Address: 152 Oxford Blvd., Garden City, New York 11530 Nature business: Consulting Position: owner/partner Start Date: 11/08/2021 Approx hrs a month: 0-10 Approx hrs during securities trading hrs: 0-10 duties: None only investor Entity: Hawksbill 90, LLC Inv related: Yes Address: 90 hobe Sound , FL business: own a home to sell it. Position: Partial Owner Start Date: 11-Feb-2020 Approx hrs a month: 0 Approx hrs during securities trading hrs: 0 duties: none Entity: 10 Ellens Way Inv related: Yes Address: 10 Nantucket, Ma business: Summer home that I rent 4 weeks annually I do this every year. Position: Owner Start Date: 01-Dec-2016 Approx hrs a month: 0 Approx hrs during securities trading hrs: 0 duties: Owner Entity: Princeton Properties/ Haley Park Apartments Inv related: N/A Address: 742 Swanzey, NH Nature business: Apartment Units Position: Owner/Operator Start Date: 04-Nov-2019 Approx hrs a month: 0 Approx hrs during securities trading hrs: 0 duties: Owner/Operator of Apartment Units Entity: Tripletale Marine LLC Inv related: No Address: Tequesta, Florida business: Part owner of a boat. Position: Partial Owner Start Date: 01-Jun-2016 Approx hrs a month: indefinite Approx hrs during securities trading hrs: 0 duties: The boat is used strictly for pleasure. Responsible for the upkeep of the boat and any expenses related to boat. Entity: Stetson University Inv related: Yes Address: 421 Deland, Florida business: University Position: Board Member Start Date: 05-Oct-2017 Approx hrs a month: it's a total of 8 hours twice a year. Approx hrs during securities trading hrs: 0 duties: The board meets to discuss the school finances and any other details that need to be taken care of

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-29
S63 Uniform Securities Agent State Law Examination 1993-10-08
  • S65 Uniform Investment Adviser Law Examination
    2000-02-29
  • S63 Uniform Securities Agent State Law Examination
    1993-10-08
Other Names
  • Kurt F Sylvia

View on SEC IAPD

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