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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
1650 Market St Floor 47, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Philadelphia | PA | 05/2001 | Present |
| Jpmorgan Chase Bank, N.A. | Philadelphia | PA | 05/2002 | Present |
Entity Name: Laffey-McHugh Foundation Investment related: No Address: Wilmington, DE Nature of the other business: The Foundation provides grants, primarily in Delaware, to a wide variety of charities. Position/Title/Relationship: Officer; Vice President; Board Member Start Date: 01-Dec-2014 Approximate # of hours a month: 8 hours per annum Approximate # of hours during securities trading hours: 8 hours a rear Briefly describe your duties: Board Vice President and serve on the Investment Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-26 |
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