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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-03 |
| CT | RA | APPROVED | 2019-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Southbury | CT | 01/2007 | Present |
| J.P. Morgan Securities Llc | Southbury | CT | 10/2012 | Present |
Entity Name: Leonard Manz Investment related: N Address: 62 Atkins Ave Bristol CT 06010 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/14/2014 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Collect rent on a monthly basis and pay utilities and contractors when work is required ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 7/1/2012 ADDRESS: 2 BRISTOL, CT. DETAILS: rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 3 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 12/31/2018 ADRESS: 3 BRISTOL CT. DETAILS: 4 UNIT MULTI-FAMILY HOME. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-12 |
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