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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| IL | RA | APPROVED | 2026-07-07 |
Branch Locations
10 S Dearborn St, Chicago, IL 60603 • United States
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 06/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 05/2026 | Present |
| Unemployed | Chicago | IL | 03/2025 | 04/2026 |
| Wealth.cOm | Chicago | IL | 11/2024 | 02/2025 |
| Keebeck Wealth Management | Chicago | IL | 01/2023 | 12/2024 |
| Merrill Private Wealth | Chicago | IL | 03/2015 | 12/2022 |
NAME OF OTHER BUSINESS:Exit Planning Institute IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:191 North Wacker Drive, Ste. 2300,Chicago,IL,60606,USA NATURE OF OTHER BUSINESS:Exit Planning Education + Networking YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Board of Directors member START DATE OF YOUR RELATIONSHIP:2025-01-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:6 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Run the membership committee - reach out to newly designated CEPAs to invite them to our Chapter meetings, reach out to members for membership renewals, follow up with event surveys. Also, help with general set up and clean up of the actual chapter meetings. IS THIS A RESIDENTIAL ADDRESS?:No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-01 |
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