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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-07 |
Branch Locations
100 Crescent Court 13Th Floor, Dallas, TX 75201 • United States
712 Main St 5Th Floor - South, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co. | Houston | TX | 09/2004 | 09/2018 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 09/2018 | Present |
| Jpmorgan Securities, Llc. | Houston | TX | 09/2018 | Present |
Entity Name: Houston Racquet Club Investment related: No "Address: Houston, TX 77024 www.houstonracquetclub.com" Nature of the other business: Tennis Club Position/Title/Relationship: Board Member Start Date: 1/1/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a private social/tennis club. I was voted by the membership to be one of 5 new board members and will serve a 3 year term. I'm on the long term facilities planning committee. There is no connection to my role at JPMC. Effective 9/6/2018 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 | 2005-01-06 |
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