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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-18 |
| GA | RA | APPROVED | 2020-12-09 |
Branch Locations
3560 Lenox Road Ne Suite 2800, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Atlanta | GA | 09/2003 | 12/2020 |
| Jpmorgan Trust Company, N.A. | Atlanta | GA | 06/2003 | 12/2020 |
| J.P. Morgan Chase Bank, Na | Atlanta | GA | 11/2016 | 12/2020 |
| Ubs Financial Services Inc | Atlanta | GA | 12/2020 | Present |
1)- NAME OF OTHER BUSINESS: Three Amigos Venture Holdings, LLC - INVESTMENT RELATED?: Yes - ADDRESS:4485 Brindley Court,United States - NATURE OF THE BUSINESS: Partnership.Investing in private companies and diversified funds - POSITION: Partner - DUTIES: Review investment opportunities -START DATE:11/3/2020 - HOURS DEVOTED TO BUSINESS: n/a
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-10 |
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