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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-17 |
Branch Locations
1600 Highway 35 And Deal Rd [J6/J9-Rbo], Oakhurst, NJ 07755 • United States
29 Princeton Hightstown Rd, East Windsor, NJ 08520 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Lakewood | NJ | 09/2014 | 09/2025 |
| Jp Morgan Chase Bank | Deal | NJ | 09/2014 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | Lakewood | NJ | 05/2017 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Oakhurst | NJ | 09/2025 | Present |
Entity Name: Learn & Play Basketball LLC Investment related: No Address: 37 Hidden Stream Rd Freehold NJ 07728 Nature of the other business: Sports Position/Title/Relationship: Owner/Partner Start Date: 02/15/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Basketball Training ACTIVITY TYPE: 4 - OUTSIDE BUSINESS ACTIVITY WITH A NOT-FOR-PROFIT ORGANIZATION NAME OF ENTITY: MAXSTRONG POSITION: BOARD MEMBER / TREASURER START DATE: 6/1/2018 ADDRESS: Red Bank, New Jersey DETAILS: WWW.MAXSTRONGNJ.ORG. RAISE MONEY FOR THE SUSTAINED INCLUSIVE SUPPORT OF MAXWELL HOLDEN AND THE HOLDEN FAMILY TO COVER THE COST OF TREATMENT AND INDIRECT EXPENSES RELATED TO HIS DIAGNOSIS OF NEUROBLASTOMA, A RARE PEDIATRIC CANCER. WHAT IS YOUR PROPOSED. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): A FEW HOURS A YEAR HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-04 |
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