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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2018-04-04 |
| NJ | RA | APPROVED | 2018-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investment Services, Llc | New York | NY | 03/2015 | 03/2018 |
| Capital One Advisors Llc | New York | NY | 07/2015 | 03/2018 |
| Jpmorgan Chase Bank, Na. | New York | NY | 03/2018 | Present |
| J.P. Morgan Securities Llc | New York | NY | 03/2018 | Present |
Entity Name: William B Bridges Investment related: N Address: Brooksville, FL 34601 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/25/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential real estate rental property. No similarity to my role or responsibilities at JPMC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-22 |
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