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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
820 Highway A1A North Suite E-5, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Ponte Vedra Beach | FL | 09/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Ponte Vedra Beach | FL | 09/2025 | Present |
| Eisler Capital | San Francisco | CA | 10/2022 | 08/2025 |
| Graticule Asset Management | San Francisco | CA | 01/2014 | 09/2022 |
Entity Name: Special Operator Transition Foundation Investment related: No "Address: https://sotf.org/ 1643B Savannah Hwy #421 Charleston, SC 29407" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/12/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: SOTF helps prepare and place military vets in jobs in the private sector; I am a member of the Finance committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-19 |
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