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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-29 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Great Neck | NY | 10/2012 | Present |
| Windsor Park Cooperative | Bayside | NY | 11/2014 | Present |
| Seeker Avenue, Llc. | Albany | NY | 07/2020 | 12/2022 |
| Jpmorgan Chase Bank, Na. | Great Neck | NY | 06/2022 | Present |
Entity Name: Morningside Way LLC Investment related: Y Address: 4831 Warm Springs Road Columbus, GA Nature of the other business: Commercial Real Estate Investment Position/ Title/ Relationship: Investor Start Date: Jan 15, 2020 Approximate # of hours a month:1 Approximate # of hours during securities trading hours:0 Briefly describe your duties: None; Participate in the business decisions regarding this property Entity Name: LWL Enterprises LLC Investment related: Yes Address: 4 Bond St. Great Neck, NY Nature of the other business: Commercial Real Estate Investment Position/ Title/ Relationship: Investor Start Date: Jan 15, 2020 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours : 0 Briefly describe your duties : Participate in business decisions regarding the company ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: WINDSOR PARK COOPERATIVE POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/3/2014 ADDRESS: 7311 Bayside NY DETAILS: RENT MY FORMER PRIMARY RESIDENCE TO A TENANT. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-07 |
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