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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 | 2013-09-20 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Huntington | NY | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Huntington | NY | 02/1995 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: CINDY SIEDEN FAMILY TRUST POSITION: COMPENSATED PERSONAL FIDUCIARY - TRUSTEE START DATE: 10/1/2018 ADDRESS: 11 Plainview NY DETAILS: Delegate money to the beneficiaries INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0-1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-18 |
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