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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-08 |
| FL | RA | APPROVED | 2017-08-25 |
Branch Locations
9176 Conroy Windermere Rd, Windermere, FL 34786 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Oviedo | FL | 06/2011 | Present |
| J.P. Morgan Securities Llc | Windermere | FL | 10/2012 | Present |
| Jpmorgan Chase Bank, N.A. | Windermere | FL | 01/2018 | Present |
| Ntr Florida, Llc | Orlando | FL | 03/2021 | 08/2025 |
| 7629 Aloma, Llc | Altamonte Springs | FL | 03/2024 | 08/2025 |
| 7629 Aloma, Llc | Altamonte Springs | FL | 03/2024 | Present |
Entity Name: 7629 ALOMA, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/06/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-17 |
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