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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-11 |
| MD | RA | APPROVED | 2023-12-08 |
Branch Locations
650 S Exeter St Floor 09, Baltimore, MD 21202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Bel Air | MD | 06/2014 | 01/2019 |
| Bb&T Investment Services, Inc. | Bel Air | MD | 06/2014 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Bel Air | MD | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Bel Air | MD | 02/2021 | 10/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | Baltimore | MD | 11/2023 | Present |
| J.P. Morgan Securities Llc | Baltimore | MD | 11/2023 | Present |
| Ccbc Foundation | Baltimore | MD | 09/2021 | 01/2025 |
Entity Name: Execuhome Realty Investment related: No Address: 8007 Corporate Dr # D, Nottingham, MD 21236 Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 11/28/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential real estate brokerage. No connection to JPM Entity Name: Towson University Foundation Investment related: Yes Address: 8000 York Rd, Towson, MD 21252 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Responsible for making decisions with the other members of the investment and spending committee. MD REAL ESTATE LICENSE (PERSONAL USE) POSITION: AGENT NATURE: NEW AGE REALTY, INC. IS A FAMILY OWNED COMPANY THAT SIMPLY HOLDS MY MD REAL ESTATE LICENSE. I DO NOT PARTICIPATE IN DAY-TO-DAY ACTIVITIES OR CLIENT ENGAGEMENT. NO TIME IS SPENT WITH THE OPERATION OF THIS COMPANY. INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 05/15/2013 ADDRESS: 6152 EBENEZER RD, MIDDLE RIVER MD 21220 DESCRIPTION: MD RESIDENTIAL REAL ESTATE SALES RENTAL PROPERTY POSITION: Owner NATURE: Residential Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2012 ADDRESS: 206 Potomac Ave, Baltimore MD 21237 RENTAL PROPERTY POSITION: Owner NATURE: Residential Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2018 ADDRESS: 5115 Strawbridge Terrace, Perry Hall MD 21128 LLC OWNING INVESTMENT PROPERTY POSITION: Owner NATURE: Investment Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: Perry Hall MD, United States DESCRIPTION: Invest/Own/Manage investment property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-04 |
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