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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-12-15 |
| WI | RA | APPROVED | 2012-10-01 |
Branch Locations
5815 21St Street, Racine, WI 53406 • United States
4930 Douglas Avenue, Racine, WI 53402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank One, Wisconsin | Racine | WI | 08/1995 | Present |
| J.P. Morgan Securities Llc | Racine | WI | 10/2012 | Present |
| Self | Racine | WI | 08/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Racine | WI | 03/2010 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/15/2017 ADDRESS: 1122 Racine, WI DETAILS: 1122 RACINE WI. HOURS DEDICATED (per month unless otherwise indicated): NONE HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-22 |
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