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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-31 |
| FL | RA | APPROVED | 2023-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Miami | FL | 01/2020 | 11/2021 |
| Wells Fargo Clearing Services | Miami | FL | 01/2020 | 11/2021 |
| The Northern Trust Company | Coral Gables | FL | 04/2006 | 01/2020 |
| J.P. Morgan Securities Llc | Miami | FL | 11/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 11/2021 | Present |
D&B GROVE INVESTMENTS LLC; NOT INV. RELATED; MIAMI,FL; 60% OWNERSHIP WITH SPOUSE; START DATE 1/31/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER RENTAL PROPERTY; INV. RELATED; COCONUT GROVE, FL; 60% OWNERSHIP WITH SPOUSE; START DATE 2/1/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER FLORIDA COMMISSION ON THE STATUS OF WOMEN; NOT INV. RELATED; TALLAHASSEE, FL; COMMISSIONER; START DATE 3/16/2020; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: WORKING WITH OTHER MEMBERS TO FOCUS ON RAISING AWARENESS AND CELEBRATING THE CONTRIBUTIONS AND SUCCESSES OF ALL FLORIDIANS AND PROVIDING PLATFORM FOR THOS SEEKING INFO ON ISSUES THAT AFFECT WOMEN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
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