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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-12-11 |
Branch Locations
221 W. Sixth Street, Floor 1, Austin, TX 78701 • United States
405 Colorado St Floor 22, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Austin | TX | 11/2013 | Present |
| Lofam Enterprise Llc | Austin | TX | 01/2024 | Present |
Entity Name: LoFam Enterprise LLC Investment related: No Address: Austin, TX 78729 Nature of the other business: Real Estate Position/Title/Relationship: Officer or Advisor Start Date: 01/31/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: private family trust set up as an LLC for the purpose of purchasing a home for a non-immediate family member, or future rental property- It is a joint member LLC with me and my wife as the only members"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-21 |
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