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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-05 |
| IL | RA | APPROVED | 2023-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Has Capital Llc | Chicago | IL | 04/2015 | 03/2017 |
| J.P. Morgan Securities Llc | Glen Ellyn | IL | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A | Glen Ellyn | IL | 09/2023 | Present |
| Camargo Group | Beverly Shores | IN | 06/2018 | 08/2023 |
| Siteconnect, Llc | Oakbrook Terrace | IL | 06/2015 | Present |
Entity Name: HAS Capital, LLC Investment related: No Address: Chicago, IL Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 02/03/2014 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I invested in the HAS Capital company and private real estate fund as a silent investor when I was previously employed. I have no role or involvement in the company other than my investment. Entity Name: SiteConnect, LLC Investment related: No Address: FrugalReality.com Oakbroo Terrace, Illinois , 60181 Nature of the other business: Content Creator Position/Title/Relationship: Owner/Partner Start Date: 06/01/2015 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Own and run FrugalReality.com since 2015. The lifestyle blog was purchased, built, and run by me. It's a content-based site primarily monetized with random advertising through Google and receives most of its traffic from search engines like Google, Bing, Pinterest, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-24 |
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