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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-17 |
| CA | RA | APPROVED | 2021-03-01 |
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 |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | Philadelphia | PA | 04/2014 | 04/2019 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 07/2019 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 07/2019 | Present |
| Unemployed | Abington | PA | 04/2019 | 06/2019 |
| Elkins Park Physical Therapy | Elkins Park | PA | 04/2018 | 12/2025 |
Entity Name: Point Reyes Lavender Company Investment related: No "Address: 13201 Point Reyes - Petaluma Road. Point Reyes Station, CA 94956 www.pointreyeslavender.com " Nature of the other business: Lavender Company Position/Title/Relationship: Owner/Partner Start Date: 02/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife is sole owner of a newly formed business, Point Reyes Lavender Company. The company will produce lavender based products. My wife and I own our assets jointly, my involvement with the business is as investor using our jointly owned assets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-18 |
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