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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Brooklyn | NY | 10/2012 | Present |
| 257 20Th Street, Llc. | Brooklyn | NY | 05/2004 | 02/2026 |
| Bay 31St Street Llc | Brooklyn | NY | 09/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 08/2006 | Present |
| 671 Bement Ave Llc | Staten Island | NY | 02/2026 | Present |
| 660 4Th Ave Llc | Brooklyn | NY | 02/2026 | Present |
Entity Name: 660 4th Ave LLC Investment related: No Address: Brooklyn, NY Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/11/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real Estate Entity Name: 671 Bement Ave LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/11/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate owner Entity Name: Bay 31st Street LLC Investment related: N Address: brooklyn NY 11234 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/20/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: owner of property ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/15/2019 ADDRESS: 671 STATEN ISLAND, NY DETAILS: Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 4/3/2001 ADDRESS: 660 BROOKLYN, NY. DETAILS: CONDO. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-23 |
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