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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Centerville | OH | 04/2010 | 05/2019 |
| Rbh Kampground, Llc | Tipp City | OH | 10/2021 | Present |
| J.P. Morgan Securities Llc | Greenville | OH | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Greenville | OH | 09/2023 | Present |
| Atlantis Sportwear Inc | Twin Mountain | NH | 01/2023 | 08/2023 |
| Greenville Federal Bank | Greenville | OH | 01/2022 | 02/2023 |
| Seabirds Properties, Llc | Tipp City | OH | 02/2022 | Present |
| Cherry Mountain Resort, Inc Dba Twin Mountain/Mt Washington Koa | 489 Cayman Circle, Tipp City | OH | 08/2016 | 12/2021 |
Entity Name: NSB Hideaway, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife and I own three properties inside RBH Kampgrounds, LLC. We're splitting out the Airbnb Property into its own entity. Entity Name: RBH Kampground, LLC Investment related: No Address: Tipp City, OH 45371 is company address. Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/15/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: We took proceeds of campgroun and purchased rental property. No connection to JPMC. My wife is primary member and works with location manager. I'm hands-off." Entity Name: Seabirds Properties, LLC Investment related: No Address: Home address: Tipp City, OH 45371 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/01/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Rental unit. I have no responsibilities. My wife is the primary member. No connection to JPMC. No hours per week required from me."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-15 |
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