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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-17
FL RA APPROVED 2022-01-10
  • TX RA
    APPROVED_RES
    Since 2022-11-17
  • FL RA
    APPROVED
    Since 2022-01-10

Branch Locations

2 N Tamiami Trl Floor 01, Sarasota, FL 34236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Sarasota FL 07/2012 11/2016
Wells Fargo Clearing Services, Llc Sarasota FL 11/2016 08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 08/2017 12/2021
Bank Of America, N.A. Sarasota FL 09/2017 12/2021
Jpmorgan Chase Bank, N.A. Sarasota FL 11/2021 Present
J.P. Morgan Securities Llc Sarasota FL 11/2021 Present
Browning Production & Entertainment Fort Lauderdale FL 02/2021 06/2021
2563 N Toledo Blade Blvd Llc Sarasota FL 01/2006 Present
Srq Legacy Properties Llc Sarasota FL 11/2023 Present
  • 07/2012 → 11/2016
    Wells Fargo Advisors, Llc
    Sarasota, FL
  • 11/2016 → 08/2017
    Sarasota, FL
  • 08/2017 → 12/2021
    Sarasota, FL
  • 09/2017 → 12/2021
    Bank Of America, N.A.
    Sarasota, FL
  • 11/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Sarasota, FL
  • 11/2021 → Present
    Sarasota, FL
  • 02/2021 → 06/2021
    Browning Production & Entertainment
    Fort Lauderdale, FL
  • 01/2006 → Present
    2563 N Toledo Blade Blvd Llc
    Sarasota, FL
  • 11/2023 → Present
    Srq Legacy Properties Llc
    Sarasota, FL
Previous Registrations
Other Businesses

Entity Name: SRQ Legacy Properties LLC Investment related: No Address: Sarasota, FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/13/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It's a single member LLC that was formed as a real estate holding company. Entity Name: 2563 N Toledo Blade Blvd LLC Investment related: No Address: Sarasota, FL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2006 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm the manager of the LLC. It's a real estate holding company. 100% OWNERSHIP OF 2563 N TOLEDO BLADE BLVD LLC, INVESTMENT RELATED, NORTH PORT FL, CURRENTLY NO TIME DEVOTED, START 01/01/2006 GOP 1, LLC; NOT INVESTMENT RELATED; SARASOTA, FL; 1% OWNERSHIP; START DATE 01/01/2012; NO TIME DEVOTED. I*108247 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FLORIDA REAL ESTATE LICESE WITH LEGACY PROPERTY S. INVESTMENT RELATED: Y ADDRESS OF BUSINESS: SARASOTA, FLORIDA 34231 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OTHER, HOLD A FLORIDA REAL ESTATE LICENSE START DATE OF RELATIONSHIP: 1/1/1996 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WAS ONLY FULLY ACTIVE IN REAL ESTATE FOR ONE YEAR BACK IN 2006 AND SINCE THEN HAVE USED IT PRIMARILY FOR MY OWN PURCHASE/SALES WHICH HAVE AVERAGED ONE PER EVERY TWO TO THREE YEARS. Status: APPRVD

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-24
  • S66 Uniform Combined State Law Examination
    2013-06-24
Other Names
  • Peter Genersich
  • Peter Sandor Genersich

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