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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 02/2016 | 10/2020 |
| Jpmorgan Securities Llc | New York | NY | 10/2016 | 10/2020 |
| Jpmorgan Chase Bank Na | Palm Beach | FL | 11/2020 | Present |
| Jpmorgan Securities Llc | Palm Beach | FL | 11/2020 | Present |
Entity Name: South Florida CFA Society Investment related: Yes "Address: West Palm Beach Florida 33405 https://www.cfasociety.org/southflorida/home" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Finance and investment industry association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-16 |
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