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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • 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 | 01/2013 | Present |
| J.P. Morgan Chase Bank, Na | New York | NY | 11/2016 | Present |
Entity Name: Casalu Investment related: No Address: https://shop.casalu.com/ Nature of the other business: Beverages Position/Title/Relationship: Owner/Partner Start Date: 02/09/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company is produces a Ready to Drink rum beverage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-04 |
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