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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-01-04 |
| LA | RA | APPROVED | 2010-01-15 |
| TX | RA | APPROVED | 2009-02-13 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dallas | TX | 02/2009 | Present |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 10/2010 | Present |
| 10921 Promiseland Frisco, Tx 75035 | Frisco | TX | 06/2016 | 06/2024 |
| 105 Triton | Plano | TX | 07/2024 | 02/2026 |
Entity Name: 404 N Kirk St Hico, TX 76457 Investment related: N Address: 404 N Kirk St Hico, TX 76457 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a residential real estate investment property that is owned and managed by my spouse as her primary occupation. Due to Texas Community property laws, I own a portion of this home and will have minimal involvement except for annual tax filings Entity Name: LAT Ranch Holdings LLC Investment related: No Address: 1473 Kopperl, TX Nature of the other business: This is a country ranch held in an LLC Position/Title/Relationship: General Partner Start Date: 21-Nov-2019 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Wild life Exemption management which includes the maintaining of a natural habitat for wildlife. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-20 |
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