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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
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 | Brooklyn | NY | 10/2012 | Present |
| Savvy Bistro And Bar Inc. | Brooklyn | NY | 06/2018 | Present |
| Winter Estate Holdings | Brooklyn | NY | 12/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 08/2005 | Present |
Entity Name: Winter Estate Holdings Investment related: No Address: 205 E 94th Street Brooklyn NY 11212 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/27/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This has no connection to JPMorganChase. I am looking to purchase additional real estate for either rental or sales purpose. In addition provide liability protection through a corporation ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/28/2014 ADDRESS: 205 BROOKLYN, NY. DETAILS: Real estate/ property management/ primary residence INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOUR HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: SAVVY BISTRO AND BAR INC. POSITION: PARTIAL OWNER 40% / SHAREHOLDER START DATE: 6/27/2018 ADDRESS:710 Brooklyn, NY DETAILS: RESTAURANT AND BAR. HOURS DEDICATED (per month unless otherwise indicated): 40 HOURS A MONTH HOURS DURING TRADING: 0 INVESTMENT RELATED: NO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-27 |
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