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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-07-27 |
| NC | RA | APPROVED | 2021-02-09 |
| TX | RA | APPROVED_RES | 2005-01-04 |
| DC | RA | APPROVED | 2002-04-08 |
| MD | RA | APPROVED | 2002-04-08 |
| VA | RA | APPROVED | 2002-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Vienna | VA | 12/2001 | Present |
| Bank Of America,Na | Leesburg | VA | 12/2009 | Present |
I*10434For profit or not for profit: Name of outside business organization: Rental PropertyInvestment related: Address of business:Emerald Isle, North Carolina 28594Nature of business: ,Position, title, association: , Start date of relationship: 12/11/2020Number of hours devoted: 5 hour(s) Number of hours devoted during trading hours: 0Duties:business: Boulder, Colorado, 80302, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 12/1/2023Number of hours devoted: 1 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Managing Member of the LLCGeneral Notes: JAE Ventures is a Colorado LLC formed for the purpose of holding investment real estate, which we are in the process of purchasing. EIN is pending for the LLC, but formation documents have been submitted. Investment property closes on December 1, 2023. I*1611261 For profit or not for profit: Name of outside business organization: JAE Ventures, LLC Investment related: no Address of business: Boulder, CO Nature of business: Position, title, association: General Partner/Managing Member Start date of relationship: 12/04/2023 Number of hours devoted: 0 weekly Number of hours devoted during trading hours: Duties: Managing Member, LLC I*2797275, Entity Type: , Name of OBA: E E, Address: Leesburg, Virginia, 20176, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Aug-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-04 |
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