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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2013-09-25 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
150 Main Street, Oneida, NY 13421 • United States
110 W Fayette St, Syracuse, NY 13202 • United States
801 James Street, Syracuse, NY 13203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Syracuse | NY | 04/2012 | Present |
| J.P. Morgan Securities Llc | Syracuse | NY | 04/2012 | Present |
| Woodlawn Holdings Group, Llc | Syracuse | NY | 03/2018 | Present |
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: 1/1/2016 ADDRESS: 308-10 Syracuse NY DETAILS: 308-10 SYRACUSE NY. 3 FAMILY RENTAL PROPERTY. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: WOODLAWN HOLDINGS GROUP, LLC. POSITION: PARTIAL OWNER START DATE: 3/21/2018 ADDRESS: 223 Syracuse NY DETAILS: MAKE OWNERSHIP DECISIONS ON INVESTMENTS IN REAL ESTATE FOR PURPOSE OF GENERATING MONTHLY PASSIVE INCOME. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): no more than a couple hours a month HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/1/2017 ADDRESS: 210/12 Syracuse NY DETAILS: owner operator of rental property HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 10/1/2013 ADDRESS: 15 CAMILLUS, NY DETAILS: Rental property HOURS DEDICATED (per month unless otherwise indicated): 1-5 HOURS PER MONTH HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-28 |
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