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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Sarasota | FL | 10/2011 | Present |
| J.P. Morgan Securities Llc | Sarasota | FL | 10/2012 | Present |
| Investment Property | Lake Toxaway | NC | 05/2022 | 10/2025 |
| Investment Property | Lakewood Ranch | FL | 06/2024 | Present |
| Investment Property | Sarasota | FL | 01/2021 | 09/2025 |
| Global Collectibles Consulting | Lakewood Ranch | FL | 09/2025 | Present |
Entity Name: Global Collectibles Consulting Investment related: No Address: Private Residence Nature of the other business: Collectibles Position/Title/Relationship: Owner/Partner Start Date: 09/30/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Collectibles grading. Memorabilia and collectibles like sports cards are assessed and given a grade determined by their condition. I do not have an active role in this company but my husband, who is the owner is giving me a percentage of ownership for estate planning purposes. There is no connection to JPMorgan Chase and the role is not similar. Entity Name: Investment Property Investment related: Yes Address: Lakewood Ranch, FL 34202 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 06/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
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