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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-23 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2017-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Selden | NY | 06/2011 | Present |
| Neattshirt | Mastic | NY | 02/2008 | 01/2017 |
| Jp Morgan Securities Llc | Selden | NY | 01/2013 | Present |
| Jpmorgan Chase Bank, N.A. | Port Jefferson | NY | 01/2018 | Present |
| Neatlydone, Llc. | Mastic | NY | 11/2014 | Present |
| Osprey Fishing | Port Jefferson | NY | 07/2023 | 06/2025 |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: NEATLYDONE, LLC. POSITION: GENERAL PARTNER START DATE: 11/1/2014 ADDRESS: 14 MASTIC, NY. DETAILS: passive rental income is included as investment related INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 20 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-29 |
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