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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-10 |
| WA | RA | APPROVED | 2012-10-01 |
Branch Locations
7900 Se 28Th Street, Suite 101, Mercer Island, WA 98040 • United States
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 | Mercer Island | WA | 08/2013 | Present |
| Jpmorgan Chase Bank, N.A. | Mercer Island | WA | 08/2013 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO -OWNER / CO -LANDLORD - RENTAL PROPERTY START DATE: 9/4/2020 ADDRESS: 6542 WENATCHEE WA. DETAILS: investment property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-29 |
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