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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-20 |
| OH | 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Solon | OH | 04/2007 | Present |
| J.P. Morgan Securities Llc | Solon | OH | 10/2012 | Present |
| Limoncello Investments Llc | Naples | FL | 08/2020 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: LIMONCELLO INVESTMENTS, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/18/2020 ADDRESS: 680 NAPLES, FL DETAILS: I will be the owner of the LLC INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 3 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 3/19/2020 ADDRESS: 680 NAPLES, FL. DETAILS: Rental Property INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-27 |
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