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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-31 |
| WA | RA | APPROVED | 2023-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Seattle | WA | 03/2016 | 03/2017 |
| Parametric Portfolio Associates | Seattle | WA | 03/2016 | 03/2017 |
| Nova Savia Group | Lima | 03/2010 | 03/2017 | |
| Citigroup | Seattle | WA | 03/2017 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 08/2023 | Present |
| J.P. Morgan Securities Llc | Seattle | WA | 08/2023 | Present |
Entity Name: Edmonds United Methodist Church Investment related: No "Address: edmondsumc.org 828 Caspers Street Edmonds WA 98020 425-778-2119" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/20/2024 Approximate # of hours a week:: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been asked to serve on the board of my church. I will help vote on the budget and other direction of the church
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-23 |
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