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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 |
| TX | RA | APPROVED_RES | 2014-05-13 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Bronx | NY | 05/2006 | Present |
| J.P. Morgan Securities Llc | Bronx | NY | 10/2012 | Present |
Entity Name: Putnam County Land Trust Investment related: Yes Address: 63 Cobb Rd, Brewster, NY 10509 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/10/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Putnam County Land Trust is dedicated to the protection of forests and wetlands, wildlife habitats and important water resources in and around Putnam County, New York. If approved by JPMC and the organization, I will be serving on the board as an unpaid member (volunteer), however, I have yet to be assigned to a committee. I am not aware of any affiliation with JPMC. They are in need of someone with my background on the board to help advise on their business structure and goals. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 4/1/2015 ADDRESS: 108 BRONX, NY. DETAILS: it is my primary resindence which is a two family home and the second unit is rented INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-15 |
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