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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-01 |
| TX | RA | APPROVED | 2021-09-23 |
Branch Locations
853 S Federal Hwy, Boca Raton, FL 33432 • United States
240 E. Palmetto Park Rd., Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2015 | 09/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2015 | 09/2021 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 09/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Boca Raton | FL | 09/2021 | Present |
| Ppmd 406 Llc | Boynton Beach | FL | 02/2026 | Present |
Entity Name: PPMD 406 LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/20/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an LLC being created to turn the condominium my wife and I own into an investment property for rental. My wife and I are the only members of the LLC. This business has no connection to JP Morgan Chase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-28 |
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