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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-20 |
| CA | RA | APPROVED | 2013-01-15 |
| OH | RA | APPROVED | 2013-01-15 |
Branch Locations
141 East High Avenue, New Philadelphia, OH 44663 • United States
4040 Tuscarawas St W, Canton, OH 44708 • United States
1721 Boettler Rd, Uniontown, OH 44685 • United States
444 E. Robinson Avenue, Barberton, OH 44203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New Philadelphia | OH | 01/2013 | Present |
| Birch Road Llc | Kimbolton | OH | 09/2024 | Present |
Entity Name: Birch Road LLC Investment related: No Address: Property address is: Kimbolton, OH Mailing address is: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/23/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My parents created the LLC to help protect their second property and registered the deed in the name of the LLC then gifted the units to my brothers and I. I am the President and signing officer for the LLC. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: TRIPLE J CABINS, LLC. POSITION: INVESTOR START DATE: 8/20/2018 ADDRESS: 1 PALM COAST, FL DETAILS: passive rental income INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-06 |
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