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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 |
| CO | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Denver | CO | 06/2026 | Present |
| Verde Malo Llc | Maitland | FL | 11/2019 | Present |
| Charles Schwab | Lone Tree | CO | 03/2022 | 05/2026 |
| Td Ameritrade | Traverse City | MI | 05/2008 | 06/2021 |
NAME OF OTHER BUSINESS:Verde Malo LLC IS THIS OTHER BUSINESS INVESTMENT RELATED?:Yes ADDRESS:,Maitland,FL,32751,USA NATURE OF OTHER BUSINESS:Passive Real Estate YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2019-11-21 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:5 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Investor in Real Estate IS THIS A RESIDENTIAL ADDRESS?:Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-15 |
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