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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-06-17 |
Branch Locations
1111 Polaris Pkwy, Floor 4J, Columbus , OH 43240 • United States
7255 Baymeadows Way, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 08/2010 | 05/2024 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 05/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 05/2024 | Present |
Entity Name: SteriTools, LLC Investment related: No Address: 8 The Green, Suite D, Dover DE 19901 Nature of the other business: Manufacturing Position/Title/Relationship: Owner/Partner Start Date: 05/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Medical device development and manufacturing is the company's nature. My role is only as an investment, more specifically an angel level investor and I will hold no board or consulting position. There will be 0 hours per week of my time spent on any activity relating to this investment. It is my understanding, SteriTools, LLC, holds retail bank accounts with Chase but conducts no other business with our firm."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-03 |
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