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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-23 |
Branch Locations
1 Cowboys Way, Frisco, TX 75034 • United States
7676 Forsyth Blvd, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Clayton | MO | 08/2018 | 07/2024 |
| Jpmorgan Securities Llc | Clayton | MO | 08/2018 | 07/2024 |
| Inspire Wellness St. Louis | St. Louis | MO | 01/2015 | 07/2024 |
| Beautycounter | Santa Barbara | CA | 06/2018 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 08/2024 | Present |
I*,1980275 Entity Type, Charitable Name of OBA:Books for Newborns Address:St. Louis,Missouri,63126 Investment Related:NO Position, Title, Association: Board Member Employee Start Date: 08/28/2024 No Hours: 2 MONTHLY No Hours during trading:0 Duties:Provide books to newborns. I help with fundraising and decision making,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-09 |
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