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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Evanston | IL | 04/2010 | Present |
| J.P. Morgan Securities Llc | Evanston | IL | 10/2012 | Present |
| La Fitness Formerly Ballys Total Fitness, Niles Famiy Fitness, F | Chicago | IL | 01/1990 | Present |
| Niles Family Fitness | Niles | IL | 10/2009 | Present |
| Heaven Meets Earth Family Yoga Studio | Evanston | IL | 01/2025 | Present |
| Michigan Shores Country Club Fitness Division | Wilmette | IL | 08/2025 | Present |
| Michigan Shores Country Club | Wilmette | IL | 08/2025 | Present |
Entity Name: Michigan Shores Country Club Investment related: No Address: 911 Michigan Avenue Wilmette Ill 60091 Nature of the other business: Health & Fitness Position/Title/Relationship: Employee/Contractor Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Fitness Instructor no connection to JPMorgan Chase Teaching fitness classes at 6am in the morning two times per month. Class format is cycle, yoga and senior functional strength. Class participants are members of the club and have no conversations relating to my firm role. Entity Name: Michigan Shores Country Club Fitness Division Investment related: No Address: 911 Michigan Avenue Wilmette Il 60091 Nature of the other business: Health & Fitness Position/Title/Relationship: Employee/Contractor Start Date: 08/27/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Fitness Instructor no connection to JPMorgan Chase Entity Name: Heaven Meets Earth Family Yoga Studio Investment related: No Address: 2746 Central Street Evanston Il 60201 Nature of the other business: Health & Wellness Position/Title/Relationship: Employee/Contractor Start Date: 01/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Yoga Studio is not similar or connected to JPMorgan Chase Entity Name: Niles Family Fitness Investment related: N "Address: 987Civic Center Drive Niles Illinois 60714" Nature of the other business: Health & Fitness Position/Title/Relationship: Employee/Contractor Start Date: 10/01/2009 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: group fitness instructor ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: LA FITNESS POSITION: FITNESS YOGA INSTRUCTOR START DATE: 1/1/1990 ADDRESS: 1618 Evanston, Illinois DETAILS: TEACHING GROUP EXERCISE CLASSES. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 10 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-30 |
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