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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-13 |
| TX | RA | APPROVED | 2023-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Miami | FL | 08/2011 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 11/2016 | Present |
Entity Name: Vera Terra LLC Investment related: No Address: Private Residence www.vera-terra.com Nature of the other business: Agriculture Position/Title/Relationship: Owner/Partner Start Date: 06/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company is a family run business that will import organic fertilizer and potentially other agricultural products from Ecuador and potentially other Latin American countries to the United States. I will be an owner and will help oversee the operations of this new venture. Entity Name: United Way Miami Investment related: Yes "Address: 3250 SW 3rd Ave, Miami, FL 33129 https://unitedwaymiami.org/ "Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been serving on the board of directors for this non-profit for the last year. They have asked me to serve as their treasurer and as a member of the finance committee. I do not cover United Way Miami as a client nor any of its current board members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-18 |
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