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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-05-24 |
| TX | RA | APPROVED | 2023-05-24 |
Branch Locations
201 Saint Charles Ave Floor 28, New Orleans, LA 70170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New Orleans | LA | 09/2012 | Present |
| Jpmorgan Securities Llc | New Orleans | LA | 09/2012 | Present |
| 4421 Properties Llc | New Orleans | LA | 04/2024 | Present |
Entity Name: 4421 Properties LLC Investment related: No "Address: 942 N Rampart St. New Orleans, LA, 70016 No website" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/19/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This LLC is owned by my husband to manage the building it owns (942 N Rampart St). I am named as CFO to assist in managing a loan in the LLC's name, as well as staying current in their secretary of state filings. This is not related to my role at JPM, nor is there any connection. Entity Name: People's Housing+ Investment related: Yes "Address: 6323 Franklin Ave, New Orleans, LA 70122, https://phplusnola.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: People's Housing+ is an affordable housing developer. As a member of the board and finance committee, I am responsible for reviewing and approving the annual budget, along with promoting fundraisers and guiding the strategic mission of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-27 |
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