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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-07 |
| TX | RA | APPROVED_RES | 2023-11-07 |
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Chicago | IL | 11/2015 | 03/2019 |
| U.S. Bank | Chicago | IL | 11/2015 | 02/2019 |
| Td Ameritrade | Northbrook | IL | 03/2019 | 12/2022 |
| Td Ameritrade Investment Management, Llc | Northbrook | IL | 03/2019 | 12/2022 |
| Charles Schwab & Co. Inc | Northbrook | IL | 01/2022 | 10/2023 |
| Charles Schwab & Co. Inc | Northbrook | IL | 12/2022 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Winnetka | IL | 10/2023 | Present |
| J.P. Morgan Securities Llc | Winnetka | IL | 10/2023 | Present |
| Fabulously Easy | St Niles | IL | 12/2024 | Present |
Entity Name: Fabulously Easy Investment related: No Address: Private Residence Nature of the other business: Arts & Crafts Position/Title/Relationship: Employee/Contractor Start Date: 12/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife is the proprietor of a home-based arts and crafts business, where she specializes in creating and selling custom holiday pieces, along with a variety of other unique art items. In support of her entrepreneurial endeavors, I occasionally assist her by handling the delivery of packages to the post office, advising on bookkeeping tasks, and providing strategic business advice. There is no affiliation or connection between my wife's business and JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-01 |
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