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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-08-14 |
| TX | RA | APPROVED | 2023-07-31 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Washington | DC | 09/2002 | Present |
| Bedford Lots, Llc. | Henrico | VA | 08/2016 | 12/2016 |
| Greeneleigh Lots, Llc | Henrico | VA | 09/2016 | 12/2016 |
| Jpmorgan Chase Bank Na | Washington | DC | 11/2016 | Present |
| Fairway Holdings Llc | Arlington | VA | 12/2016 | 12/2019 |
| 70 Otter Island Llc | Arlington | VA | 08/2020 | Present |
| Astro Shirlington Llc | Washington | DC | 08/2022 | Present |
| Angel Business Credit, Llc | Mount Pleasant | PA | 08/2022 | Present |
| Darlington Mobile Home Park | Darlington | SC | 07/2024 | Present |
| Intervala | Mount Pleasant | PA | 08/2024 | Present |
| Oakview Mobile Home Park | Richmond | VA | 09/2024 | Present |
| Sharp Edge Labs | Pittsburgh | PA | 10/2024 | Present |
| North Highland Partners | Waynesboro | VA | 10/2024 | Present |
| Washington Harbour Vulcan | Arlington | VA | 08/2025 | Present |
| Orabio | Pittsburgh | PA | 09/2025 | Present |
| Mhci Group | New Smyrna Beach | FL | 11/2025 | Present |
| Wassamki Campground | Scarborough | ME | 08/2026 | Present |
Entity Name: Washington Harbour Defense, Space & Advanced Technology Portfolio (Hadrian, Kapta Space, Zeno Power, Anello, Mariana Minerals, Vulcan Elements, Picogrid, Hidden Level, Array Labs, Saildrone, Quindar, Apex Space, Stoke Space, Firestorm, Northwood Space, Scout Space, Standard Nuclear) Investment related: No Address: 1201 Wilson Blvd, 22nd Floor, Arlington, VA 22209 Nature of the other business: Passive investments in defense technology, aerospace, space systems, energy, advanced manufacturing, and critical minerals companies. Position/Title/Relationship: Passive Owner/Partner Start Date: 08/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: Passive investor only; no operational, managerial, or decision-making responsibilities. Entity Name: Washington Harbour Manufacturing & Industrial Portfolio (Vulcan, Intervala, BoxBuild, RPM Industries) Investment related: No Address: Various Locations (VA, PA, CA, TN, NY) Nature of the other business: Passive investments in manufacturing, electronics, and industrial technology companies. Position/Title/Relationship: Passive Owner/Partner Start Date: 10/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: Passive investor only; no operational involvement. Entity Name: Earth AI and Angel Business Credit Investment related: No Address: Various Locations Nature of the other business: Passive investments in AI-driven exploration and financial technology businesses. Position/Title/Relationship: Passive Investor/Owner Start Date: 10/17/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: Passive investor with no day-to-day responsibilities. Entity Name: North Highland Partners Portfolio (Oakview MHP, Darlington MHP, Martinsburg MHC, 70 Otter Island LLC, Red Sky Capital, MHCI Group, Beards Creek & Blockers MHP) Investment related: Yes Address: Various Locations (VA, WV, SC, FL, GA) Nature of the other business: Ownership interests in real estate, mobile home parks, and affordable housing investments. Position/Title/Relationship: Passive LP/Equity Investor Start Date: 10/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: Passive investor; properties managed by third-party operators with no daily involvement. Entity Name: Oak Club, Astro Beer Hall, Astro Shirlington LLC Investment related: Oak Club/Astro Beer Hall – No; Astro Shirlington – Yes Address: Washington, DC and Shirlington, VA Nature of the other business: Restaurant, food service, and hospitality investments. Position/Title/Relationship: Passive Financial/Equity Investor Start Date: 10/24/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: Passive investor only; no management or operational responsibilities. Entity Name: Kinometrix, OraBio, Novilla Pharmaceuticals, Sharp Edge Labs Investment related: No Address: Various Locations Nature of the other business: Passive investments in biotechnology, pharmaceutical, and healthcare technology companies. Position/Title/Relationship: Passive Investor Start Date: 04/20/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0-10 Briefly describe your duties: Passive investor with no operational, management, or advisory role. Entity Name: Wassamki Campground Investment related: No Address: 56 Saco St Scarborough ME 04074 Nature of the other business: Campground Position/Title/Relationship: Owner/Partner Start Date: 08/11/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Seasonal RV Park in Maine
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-17 |
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