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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | Washington | DC | 11/2006 | Present |
| Jp Morgan Securities Inc. | Washington | DC | 12/2006 | Present |
Entity Name: Takoda Navy Yard Investment related: N "Address: 715 Florida Ave, NW Washington DC 20001 www.betterhospitality.com Nature of the other business: Restaurant Position/Title/Relationship: Employee/Contractor Start Date: 01/21/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Takoda Navy Yard is a bar/restaurant concept located in Washington DC. This is a follow-on/2nd venture following opening of Takoda in 2014 which I invested in. I will be a passive investor only and will have no responsibility or operating involvement whatsoever."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-19 |
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