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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-24 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
3057 Stevens Creek Blvd, Santa Clara, CA 95050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cupertino | CA | 10/2012 | 06/2022 |
| Jpmorgan Chase Bank, N.A. | Santa Clara | CA | 07/2022 | Present |
| J.P. Morgan Securities Llc | Santa Clara | CA | 07/2022 | Present |
Existing and newly added OBA's were consolidated due to system limitation of the form. Entity Name: Bryan Station, Century Oak, LaGrange, Beaver Trail, Big Ridge, Scofield, Lin Cove, Raquel Ct, Woolen Hearth, Bellevue Trace, Hunter Way, Brady Hollow, Amanda Ct, Deer Forest, Grange Way and T Street Investment related: Yes Address: Various locations in Arkansas, California, Nevada and Tennessee Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner of 16 Properties Start Date: 11/01/2010 - 05/10/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real Estate Investment, not related to JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-09 |
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