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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-23 |
| TX | RA | APPROVED_RES | 2016-09-22 |
Branch Locations
19611 Highland Oaks Dr, Estero, FL 33928 • United States
21331 S Tamiami Trl, Estero, FL 33928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2013 | 09/2016 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 09/2016 |
| Jpmorgan Securities Llc | Estero | FL | 09/2016 | Present |
Entity Name: 3 Rental Homes Investment related: No Address: Naples Fl Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own 3 rental homes. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - FARM LAND RENTAL START DATE: 9/1/2009 ADDRESS: Village Hassangarh, Haryana, India DETAILS: VILLAGE HASSANGARH, HARYANA, INDIA. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 10/1/2019 ADDRESS: 1292 NAPLES FL DETAILS: rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-16 |
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