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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-08-15 |
| NY | RA | APPROVED | 2022-08-15 |
| TX | RA | APPROVED | 2022-08-15 |
Branch Locations
4 Landmark Square 2Nd Floor, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | New York | NY | 11/2012 | 07/2022 |
| Jpmorgan Chase Bank Na | New York | NY | 11/2012 | 07/2022 |
| George Street Interiors (Formerly Charles And Co Design) | Brewster | NY | 09/2017 | Present |
| Morgan Stanley | Purchase | NY | 08/2022 | Present |
Entity Name: George Street Interiors Investment related: No Address: BREWSTER NY Nature of the other business: DECORATING AND INTERIOR DESIGN Position/Title/Relationship: Partial Owner Start Date: 12-Sep-2017 Approximate # of hours a month: 64 HOURS (ONLY ON THE WEEKENDS) Approximate # of hours during securities trading hours: 0 Briefly describe your duties: PARTIAL OWNER / MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-12 |
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