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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
875 15Th St Nw Floor 10, Washington, DC 20005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fbr Capital Markets & Co. | Rosslyn | VA | 03/2011 | 10/2017 |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 10/2017 | Present |
| Jpmorgan Securities, Llc. | Washington | DC | 11/2017 | Present |
Entity Name: Town of Chevy Chase View Investment related: No "Address: P.O. Box 136 Kensington, MD 20895 http://chevychaseview.org/wp/" Nature of the other business: Neighborhood Council Position/Title/Relationship: Board Member Start Date: 04/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Town of Chevy Chase View has a 5 member council made up of residents of the neighborhood/town and a hired Town Manager. They act as the legislative body, to administer the affairs, to fulfill the obligations and to carry out the responsibilities of CCV, all as provided in the Charter.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
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