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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-28 |
| TX | RA | APPROVED | 2023-08-28 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Tulsa | OK | 01/2014 | 11/2021 |
| Jpmorgan Chase Bank Na | Tulsa | OK | 01/2014 | 11/2021 |
| Opulent Life Design Company | Houston | TX | 08/2010 | Present |
| Jpmorgan Chase Bank Na | Indianapolis | IN | 11/2021 | Present |
| Jpmorgan Securities Llc | Indianapolis | IN | 11/2021 | Present |
Entity Name: Be Nimble Foundation Investment related: Yes "Address: 525 S. Meridian Street, Ste 2C Indianapolis, IN 46225 www.benimblefoundation.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/07/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Be Nimble is organized to take a qualitative and quantitative approach to creating a diverse and inclusive tech ecosystem. Be Nimble's career training and placement programs up-skill individuals interested in careers in the tech industry. Our entrepreneurship programs support tech start-up founders with resources, and funding. This org has received grants from CR in the past. I'll be serving as Chair of the Board, on the Investment Committee, and Executive Committee. Entity Name: Indianapolis Cultural Trail Investment related: Yes "Address: 132 W Walnut St. Indianapolis, IN 46204; https://indyculturaltrail.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Nature of the Business: The Indianapolis Cultural Trail is both a 501(c)(3) not-for-profit organization and a world class, internationally recognized linear park. In partnership with the City of Indianapolis, the organization also manages Pacers Bikeshare and public destinations along and connected by the Cultural Trail. My responsibilities: Serve as Board Treasures, member of the Finance and Investment Committee, member of Executive Committee. Entity Name: Forever Capital, LLC Investment related: N Address: Indianapolis, IN 46228 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Personal Investment Company, planned investments in Real Estate Entity Name: Opulent Life Design Company Investment related: No Address: 2450 Houston, TX Nature of the other business: Event planning and interior design business. Position/Title/Relationship: Sole Proprietor Start Date: 10-Aug-2018 Approximate # of hours a month: 40 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Event Planner and Interior Decorator. Responsibilities: Client Consultations, Overseeing of Events and Projects, Design
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
| S66 | Uniform Combined State Law Examination | 2013-02-09 |
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