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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-11-02 |
| TX | RA | APPROVED | 2023-01-31 |
| MO | RA | APPROVED | 2023-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Kansas City | MO | 10/2012 | 09/2022 |
| Jpmorgan Chase Bank Na | Kansas City | MO | 02/2016 | 09/2022 |
| Burning Bush Church | Victorville | CA | 02/2014 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lee's Summit | MO | 09/2022 | Present |
| Bank Of America, N.A. | Lees Summit | MO | 11/2022 | Present |
I* 1011269 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: Uber Technologies, Inc. Investment related: no Address of business: San Francisco, CA, 94103 Nature of business: Corporation Position, title, association: Consultant/Independent Contractor Start date of relationship: 04/01/2017 Number of hours devoted: 12 weekly Number of hours devoted during trading hours: 0 Duties: Rideshare Driver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-17 |
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