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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-30 |
| TX | RA | APPROVED | 2023-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 07/2017 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 07/2017 | Present |
| Unemployed | Jupiter | FL | 09/2016 | 06/2017 |
Entity Name: Yale Club of the Palm Beaches Investment related: N "Address: 340 Royal Poinciana Way, Suite 321 Palm Beach, Florida 33480 https://alumni.yale.edu/groups/regional-clubs/yale-club-palm-beaches" Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 12/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Club is dedicated to the promotion of Yale, the preservation of its traditions of excellence in education, community service, and the advancements of Yale's historically respected values in Palm Beach County, Florida. I was recently nominated to serve on the board as treasurer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-11 |
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