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25 Autumn Ridge Road, Pound Ridge, NY 10576 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 02/2012 | 05/2021 |
| Jpmorgan Chase Bank Na | New York | NY | 02/2012 | 05/2021 |
| 60Th Street Llc | New York | NY | 09/2013 | Present |
| 1230 Advisors, Llc | Pound Ridge | NY | 05/2021 | Present |
Entity Name: Solitray LLC Investment related: No Address: Pound Ridge, NY Solitray.com Nature of the other business: Serving tray for the bar/restaurant/beverage service industry Position/Title/Relationship: General Partner Start Date: 02-Nov-2015 Approximate # of hours a month: 2 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: managing the business Entity Name: 79-81 Oxford, LLC Investment related: Yes Address: 46 Cambridge, MA Nature of the other business: Buying a building Position/Title/Relationship: Investor / Trustee Start Date: 15-Jan-2019 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the trustee of two trusts which will invest in an LLC for the sole purpose of buying a residential building Entity Name: 60th Street LLC Investment related: No Address: 311 New York, NY Nature of the other business: Restaurant/Bar Position/Title/Relationship: Partial Owner Start Date: 09-Aug-2013 Approximate # of hours a month: Zero Approximate # of hours during securities trading hours: zero Briefly describe your duties: Investor. No responsibilities. BREWSTER GRAT AND BREWSTER 2012 IRREVOCABLE TRUST, NY, NY 10021 THERE IS NO BUSINESS. THESE ARE TRUSTS ESTABLISHED BY DAVID BREWSTER FOR ESTATE PLANNING PURPOSES. TRUSTEE GRAT - 12/18/2007 2012 TRUST - DEC 2012 1-2 HRS DEVOTE TO OBA. 1-2 HRS DEVOTED DURING TRADING HRS OVERSEE THE ACTIVITIES OF THE TRUST WHICH CURRENTLY INCLUDES INVESTMENTS IN A JPMS ACCOUNT AND FILING A TAX RETURN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-01 |
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