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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED | 2023-03-17 |
Branch Locations
1450 Brickell Avenue 15Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Miami | FL | 04/2014 | 03/2023 |
| J.P. Morgan Securities Llc | Miami | FL | 03/2023 | Present |
| Jpmorgan Chase Bank, Na. | Miami | FL | 03/2023 | Present |
| 3551 Sw 12 Llc | Miami | FL | 08/2020 | Present |
Entity Name: 3551 SW 12 llc Investment related: No "Address: 6425 S Mitchell Manor Circle Miami, FL 33156" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/04/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My grandmother passed away and left a house to me and my sister (each @ 50%). We established an LLC since we rent the house and wanted to protect against potential liabilities. Effective 3/17/2023 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 | 2004-05-17 |
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