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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-19 |
| IL | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Berardi Scholarship Fund Trust | Urbana | IL | 06/2012 | Present |
| J.P. Morgan Securities Llc | Champaign | IL | 12/2003 | Present |
| Jpmorgan Chase Bank, N.A. | Champaign | IL | 12/2003 | Present |
ACTIVITY TYPE: 4 - OUTSIDE BUSINESS ACTIVITY WITH A NOT-FOR-PROFIT ORGANIZATION NAME OF ENTITY: JOSEPH BERARDI SCHOLARSHIP FUND TRUST POSITION: TRUSTEE / DIRECTOR START DATE: 6/21/2012 ADDRESS: 3017 URBANA IL DETAILS: THIS IS A 501C3 AND THE PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR THE EDUCATION OF STUDENTS, PRIMARILY FROM CANTON HIGH SCHOOL (PUBLIC) IN CANTON, IL, WITH FINANCIAL NEED BEING A CONSIDERATION. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): Minimal- will not interfere with work hours HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-23 |
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