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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 |
| IL | RA | APPROVED | 2021-02-22 |
Branch Locations
10 S Dearborn St Floor 09, Chicago, IL 60603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Chicago | IL | 02/2002 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 09/2009 | 05/2018 |
| Deutsche Bank Securities Inc | Chicago | IL | 07/2018 | 12/2020 |
| Deutsche Bank Trust Co | Chicago | IL | 05/2018 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 02/2021 | Present |
| J.P. Morgan Securities Llc | Chicago | IL | 02/2021 | Present |
| Unemployed | Park Ridge | IL | 01/2021 | 01/2021 |
Entity:Leaf Trade, Investment related:No Address:845 W Was Entity Name:Atrium San Antonio LLC, Investment, Address: www.nationalapartmentpartners.com 477 Drexel Ave. Glencoe, IL 60022 Nature of business:Real Estate, Position/ Title/ Relationship: Owner/Partner, Start Date: Dec 27, 2021 Approx hrs a month: 0 Approx hrs during securities trading hours: 0 Briefly describe duties: A passive minority real estate investment in an apartment complex. The complex is managed by National Apartment Partners, a private real estate Entity Name: HPA ShipBob Investment, LLC, Investment related: N , "Address: 120 N. Racine, Suite 100 Chicago, IL 60607, Nature of the other business: L ParkWhiz LLC; No; 225 E 35th St, New York, NY 10016; ParkWhiz is an e-parking service; No position held. I am a passive investor in the business.; December 7, 2012; Zero; Zero; I have no duties or responsibilities. NuCurrent LLC; No; 641 W Lake St, Suite 304, Chicago, IL 60661; NuCurrent is a wireless charging technology company.; No position held. I am a passive investor in the business.; September 24, 2014; Zero; Zero; I have no duties or responsibilities. FourKits Investments LLC; No; 500 W Madison St, #3300, Chicago, IL 60661; FourKits is a real-time transportation visibility platform.; No position held. I am a passive investor in the business.; January 4, 2016; Zero; Zero; I have no duties or responsibilities. FarmLogs Investment LLC; No; 410 N 4th Ave., 2nd Floor Ann Arbor, MI 48104; FarmLogs is a farm land management system.; No position held. I am a passive investor in the business.; February, 2, 2016; Zero; Zero; I have no duties or responsibilities. Kaizen Health Investment LLC; No; 33 N LaSalle St, Suite 650, Chicago, Il 60602; Kaizen Health is an on demand healthcare logistics provider.; No position held. I am a passive investor in the business.; March 6, 2018; Zero; Zero; I have no duties or responsibilities. Dispatch Investment LLC; No; 1401 W 94th St, Bloomington, MN 55431; Dispatch is a same-day delivery platform serving the construction industry.; No position held. I am a passive investor in the business.; November 15, 2018; Zero; Zero; I have no duties or responsibilities. Tiz Investment LLC; No; 344 N Ogden Ave, 3E Chicago, IL 60607; Tiz is a beverage ordering platform.; No position held. I am a passive investor in the business.; January 24, 2021; Zero; Zero; I have no duties or responsibilities. Ocient Investment LLC; No; 100 N Riverside Plaza, Chicago, IL 60606; Ocient is a data analytics company.; No position held. I am a passive investor in the business.; January 13, 2021; Zero; Zero; I have no duties or responsibilities. Ashtion Ridge TN LLC; No; 1060 W Coyote Trail, Clarksville, TN 37042; Apartment complex; No position held. I am a passive investor in the business.; May 1, 2020; Zero; Zero; I have no duties or responsibilities. Havoc Sheild Investment LLC; No; 222 Merchandise Mart Plaza, Suite 1212 Chicago, IL 60654; Havoc Sheild is a cyber security platform.; No position held. I am a passive investor in the business.; November 1, 2020; Zero; Zero; I have no duties or responsibilities. ShipBob Investment LLC; No; 120 N Racine, Suite 100, Chicago, IL 60607; ShipBob is a logistic platform.; No position held. I am a passive investor in the business.; April 12, 2018; Zero; Zero; I have no duties or responsibilities. ReGroup Investments LLC; No; 4525 N Ravenswood Ave, Chicago, IL 60640; ReGroup is a remote behavioral health platform.; No position held. I am a passive investor in the business.; May 25, 2017; Zero; Zero; I have no duties or responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-15 |
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