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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-12 |
| AZ | RA | APPROVED | 2021-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Gilbert | AZ | 12/2007 | Present |
| J.P. Morgan Securities Llc | Gilbert | AZ | 10/2020 | Present |
| Seville Golf & Country Club | Gilbert | AZ | 04/2021 | 11/2021 |
| Kls Strategies Llc | Queen Creek | AZ | 05/2025 | Present |
Entity Name: KLS Strategies LLC Investment related: No Address: Private Residence Nature of the other business: Real estate Position/Title/Relationship: Owner/Partner Start Date: 05/30/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential Real Estate - Renting owned property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-14 |
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