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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-12 |
| LA | RA | APPROVED | 2021-06-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Gulfport | MS | 03/2013 | 12/2017 |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2013 | 12/2017 |
| Air Guard | Gulfport | MS | 03/2008 | 10/2021 |
| Cetera Investment Advisers Llc | Gulfport | MS | 01/2014 | 12/2017 |
| Hancock/Whitney Investment Services, Inc. | Picayune | MS | 12/2017 | 04/2021 |
| Hancock/Whitney Banks | Picayune | MS | 12/2017 | 04/2021 |
| Jp Morgan Chase Bank, N.A. | Greenwell Springs | LA | 05/2021 | Present |
| J.P. Morgan Securities Llc | Greenwell Springs | LA | 05/2021 | Present |
| Mcwhirter Laser Engravings | Baton Rouge | LA | 11/2023 | Present |
| Purple Parrot C24 | Pensacola | FL | 04/2025 | Present |
Entity Name: Purple Parrot C24 Investment related: No Address: Pensacola, FL Nature of the other business: Real estate Position/Title/Relationship: Owner/Partner Start Date: 04/24/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a condo that is managed by a rental management company. Evolve handles all bookings and client contact for a management fee. no affiliation with JP Morgan and no conflict of interest to my current role as a PCA at JP Morgan. There will be no time spent operating this business during work hours. Entity Name: McWhirter Laser Engravings Investment related: No "Address: Baton Rouge, LA 70810" Nature of the other business: Laser Engravings Position/Title/Relationship: Owner/Partner Start Date: 11/30/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My wife and I are doing simple laser engraving out of our garage. She is doing all the work and I am an investor in the business. This was started as a hobby but has the potential to pay for itself. start date: 03/1/2008/employer: AIR GUARD/ location: GULFPORT, Mississippi/ Job title: SSGT/ Not investment related/ 0 hours during trading securities/ 16 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-31 |
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