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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-23 |
| TX | RA | APPROVED | 2021-07-23 |
Branch Locations
163 Canal St, New York, NY 10013 • United States
231 Grand St, New York, NY 10013 • United States
233 Third Ave, New York, NY 10003 • United States
156 Second Ave, New York, NY 10003 • United States
230 Park Avenue South, New York, NY 10003 • United States
221 Canal Street, New York, NY 10013 • United States
109 Delancey Street, New York, NY 10002 • United States
176-180 Canal St, New York, NY 10013 • United States
8 Chatham Square, New York, NY 10038 • United States
255-257 First Ave, New York, NY 10003 • United States
26 Astor Place, New York, NY 10003 • United States
333 East 23Rd Street, New York, NY 10010 • United States
163 Canal St, New York, NY 10013 • United States
386 Park Ave South, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Palm Beach Gardens | FL | 06/2009 | 06/2021 |
| J.P. Morgan Securities Llc | New York | NY | 07/2021 | Present |
| Jp Morgan Chase Bank, N.A. | New York | NY | 07/2021 | 09/2025 |
Entity Name: Owning rental property Investment related: N Address: Lake Worth, FL 33460 Nature of the other business: REAL ESTATE Position/Title/Relationship: EMPLOYEE/ CONTRACTOR Start Date: 12/01/2018 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I do not have any responsibility and do not spend any time with this outside interest. The property is managed by my domestic partner, Garth Williams.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-24 |
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