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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED | 2023-01-25 |
Branch Locations
201 S Main St Floor 13, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | San Francisco | CA | 09/2010 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Salt Lake City | UT | 05/2018 | Present |
| J.P. Morgan Securities Llc | Salt Lake City | UT | 05/2018 | Present |
| Heidrich Enterprises, Inc | Peoria | IL | 12/2012 | 12/2019 |
| Kelley Cottage Llc | Cambridge | MA | 04/2020 | Present |
Entity Name: Kelley Cottage LLC Investment related: Yes Address: 31 Donnell St, Cambridge, MA 02138 Nature of the other business: Own, operate and maintain the property located at 922 North Birchwood Drive, Northport, MI 49670 Position/Title/Relationship: Member/Manager Start Date: 07-Apr-2020 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Pay my share of expenses and help maintain the property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-14 |
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