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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED | 2024-03-11 |
Branch Locations
1656 N. California Blvd, Floor 3, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Direct Match | Piedmont | CA | 01/2016 | 11/2016 |
| Unemployed | Piedmont | CA | 11/2016 | 01/2017 |
| Quantitative Brokers Llc | Piedmont | CA | 02/2017 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Walnut Creek | CA | 04/2020 | Present |
| J.P. Morgan Securities Llc | Walnut Creek | CA | 04/2020 | Present |
| Unemployed | Piedmont | CA | 01/2019 | 04/2020 |
| Barre510 Llc | Piedmont | CA | 04/2018 | 02/2022 |
Entity Name: Piedmont Recreational Facilities Organization Investment related: Yes Address: PO Box 3821 Oakland, CA https://prfo.org/ Nature of the other business: The org encourages and actively supports the development and/or the improvement of public recreational facilities that serve the residents of Piedmont. Position/Title/Relationship: Officer Start Date: 09-Jan-2020 Approximate # of hours a month: 2-3hrs/month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Treasurer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-25 |
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