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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-12 |
Branch Locations
420 Throckmorton St Floor 03, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fort Worth | TX | 04/2013 | Present |
| Jpmorgan Chase Bank, N.A. | Fort Worth | TX | 03/2013 | Present |
Entity Name: St Patrick Cathedral Church Investment related: Yes "Address: Address: 1206 Throckmorton St, Fort Worth, TX 76102 Website: https://www.stpatrickcathedral.org/" Nature of the other business: Religious Services Position/Title/Relationship: Employee/Contractor Start Date: 04/05/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been asked to be part of the Finance Committee and will assist with statements and balance sheet reviews. I work on the Private Bank Investment Desk as an Investment Professional. I have the series 7 and 66.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-14 |
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