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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 |
| NC | RA | APPROVED | 2013-10-28 |
| CT | RA | APPROVED | 2013-10-25 |
| TX | RA | APPROVED | 2013-10-25 |
Branch Locations
925 Westchester Avenue Floor 04, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2013 | 11/2019 |
| Jpmorgan Chase Bank Na | New York | NY | 10/2013 | 11/2019 |
| Jpmorgan Chase Bank, N.A. | White Plains | NY | 11/2019 | Present |
| J.P. Morgan Securities Llc | White Plains | NY | 11/2019 | Present |
Entity Name: She's The First Investment related: No "Address: 590 Avenue of the Americas 8th floor New York, NY 10011 https://shesthefirst.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: The mission of the nonprofit is to raise donation/fund educational programs for young girls. As a board member I will work with various agencies to make sure that donations are allocated accordingly and act as a conduit between the other board members and outside accounting firm. I will not be performing any audit or creating balance sheets/financial statements. Fund scholarships and educational programs for girls globally. hosting ethical focus groups. best practices for feminist mentorship." Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-01 |
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