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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-22 |
| NY | RA | APPROVED | 2023-11-14 |
Branch Locations
333 Route 303, Floor 01, Orangeburg, NY 10962 • United States
925 Westchester Ave, West Harrison, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Orangeburg | NY | 03/2010 | 08/2018 |
| J.P. Morgan Securities Llc | Orangeburg | NY | 08/2018 | Present |
| Aim Services, Inc | Saratoga Springs | NY | 12/2025 | Present |
Entity Name: AIM SERVICES, INC Investment related: No Address: 4227 ROUTE 50 SARATOGA SPRINGS NY 12866 Nature of the other business: Caregiver Position/Title/Relationship: Employee/Contractor Start Date: 12/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My responsibility is to provide Respite care to the family and the child. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY 50% START DATE: 9/1/2018 ADDRESS: 6 WEST HAVERSTRAW, NY. DETAILS: Rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-20 |
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