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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-16 |
| CA | RA | APPROVED | 2022-02-18 |
Branch Locations
560 Mission St Floor 22, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A | San Francisco | CA | 10/2021 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2021 | Present |
| Crescent Cove | San Francisco | CA | 06/2019 | 09/2021 |
| Passport Capital | San Francisco | CA | 06/2011 | 04/2017 |
| Unemployed | San Rafael | CA | 05/2017 | 05/2019 |
Entity Name: The Guardsmen Investment related: Yes Address:San Francisco, CA 94129 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/01/2019 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serve on the Finance and Investment Committee. We advise the Treasury on finance and endowment investment matters. The Treasurer then makes recommendations to the Board of Directors based on our advice. The Treasurer is not a member of the Board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-18 |
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