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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-25 |
| CA | RA | APPROVED | 2024-02-22 |
Branch Locations
3223 Hanover St Floor 01, Palo Alto, CA 94304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palo Alto | CA | 05/2001 | Present |
| Jpmorgan Chase Bank, N.A. | Palo Alto | CA | 01/1995 | Present |
Entity Name: El Camino Hospital Investment related: Yes Address: 2500 Mountain View, CA Nature of the other business: Community hospital Position/Title/Relationship: Investment Committee member Start Date: 08-Aug-2012 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment Committee member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-25 |
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