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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-04 |
| NJ | RA | APPROVED | 2024-06-19 |
| PA | RA | APPROVED | 2018-07-19 |
Branch Locations
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
Monroeville, NJ • United States
Stone Harbor, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon, N.A. | Philadelphia | PA | 06/2013 | 05/2018 |
| Jpmorgan Securities, Llc. | Philadelphia | PA | 05/2018 | Present |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 05/2018 | Present |
Entity Name: Goodwill Industries of Southern New Jersey and Philadelphia Investment related: Yes "Address: 2835 Route 73 South Maple Shade, NJ 08052 www.goodwillnj.org " Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/06/2006 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Non-profit which collects donated clothing & goods to sell in our retail stores, using proceeds for job training programs for individuals w/ special needs, i.e., mental, physical, and other. I serve on the Executive Board and various committees: Finance, Retail & Compensation. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-16 |
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