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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-09-25 |
| TX | RA | APPROVED | 2019-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 01/2016 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aurora | CO | 12/2017 | 08/2019 |
| Bank Of America, N.A. | Aurora | CO | 12/2017 | 08/2019 |
| Jp Morgan Securities, Llc | Denver | CO | 08/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Denver | CO | 08/2019 | Present |
Entity Name: 33 & 34 town north LLC Investment related: No Address: Grand Junction, CO 81507 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC owns one rental property and will collect rent from said property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-07 |
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