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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conduent Business Services, Llc | Fort Wayne | IN | 06/2016 | 03/2018 |
| New York Life Insurance Agents | Fort Wayne | IN | 02/2018 | 07/2022 |
| Nylife Securities, Llc | Fort Wayne | IN | 01/2018 | 07/2022 |
| Eagle Strategies Llc | Fort Wayne | IN | 04/2018 | 07/2022 |
| Northwestern Mutual Investment Services Llc | Fort Wayne | IN | 07/2022 | 08/2022 |
| Northwestern Mutual | Fort Wayne | IN | 08/2022 | 08/2022 |
| J.P. Morgan Securities Llc | Fort Wayne | IN | 09/2022 | Present |
| Jpmorgan Chase Bank (In) | Fort Wayne | IN | 09/2022 | Present |
Entity Name: Instacart Investment related: No "Address: 50 Beale St #600 San Francisco, CA 94105 instacart.com" Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 12/03/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A grocery technology company that operates as an on-demand grocery delivery service. It functions as a two-sided marketplace, connecting customers with retailers for online shopping, delivery, and pickup services through its technology platform. The company also has B2B revenue streams from providing its technology and advertising solutions to retail and consumer packaged goods brands. This external role is not similar to my firm role and there is not any connections to JPMorgan Chase. Entity Name: Uber Eats Investment related: No "Address: 1455 Market St San Francisco, CA 94103 ubereats.com" Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 12/03/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A three-sided online marketplace business that connects customers, restaurants, and independent couriers. It operates as a technology company providing a platform for food ordering and delivery, generating revenue through delivery fees from customers, commission fees from restaurants, and other fees like those for advertising. This external role is not similar to my firm role and there is not any connections to JPMorgan Chase. Entity Name: DoorDash Investment related: No "Address: 303 2nd Street San Francisco, CA 94107 Doordash.com" Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 12/03/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A technology and logistics company that operates a three-sided on-demand delivery platform connecting customers, local businesses, and delivery drivers. It provides services for ordering and delivering food, groceries, and retail items. This external role is not similar to my firm role and there is not any connections to JPMorgan Chase.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-13 |
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