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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-08 |
| GA | RA | APPROVED | 2021-11-15 |
Branch Locations
6180 Roswell Rd, Sandy Springs, GA 30328 • United States
4453 Ashford Dunwoody Rd, Dunwoody, GA 30346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Sandy Springs | CA | 02/2010 | Present |
| J.P. Morgan Securities Llc | Sandy Springs | CA | 10/2012 | Present |
| Gwinett County Public Schools | Nw Suwanee | GA | 03/2017 | 09/2021 |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 04/21/ 2004 ADDRESS: 581 AKRON, OH. DETAILS: Residential Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-26 |
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