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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED | 2023-07-05 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Indianapolis | IN | 07/2007 | Present |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 07/2007 | Present |
Entity Name: Indianapolis Zoo Investment related: Yes Address: 1200 West Washington Street, Indianapolis, IN 46222 www.indianapoliszoo.com Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The mission of the Indianapolis Zoo is to protect nature and inspire people to care for our world. I will serve on the Board of Trustees and become their Treasurer. I will chair the Finance Committee and join the Endowment Committee. The Zoo has bank accounts with Chase in another line of business. Entity Name: Goodwill of Central and Southern Indiana Foundation Investment related: Yes Address: 1635 Indianapolis, IN Nature of the other business: Empowering people to increase their independence and reach their potential through education, health and employment. Position/Title/Relationship: Other Start Date: 01-Jan-2020 Approximate # of hours a month: 4 hours a year Approximate # of hours during securities trading hours: 4 Briefly describe your duties: Investment Committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-02 |
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