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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-24 |
| TX | RA | APPROVED | 2026-03-24 |
Branch Locations
10 S Dearborn St, Floor 11, Chicago, IL 60603-2300 • United States
370 S Cleveland Ave, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 03/2026 | Present |
| Unemployed | Chicago | IL | 02/2025 | 03/2026 |
| Nvest Inc | Chicago | IL | 04/2022 | 01/2025 |
| Goldman Sachs | Chicago | IL | 10/2012 | 04/2022 |
Entity Name: Nvest Inc. Investment related: No Address: Nvest Inc. 2443 Filmore Street #380-1512 San Francisco, CA 94115 Website: https://tandems.ai/ Nature of the other business: Software Position/Title/Relationship: Owner/Partner Start Date: 04/25/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Nvest is primarily an enterprise software business serving financial institutions. (they have a legacy direct-to-consumer robo-advisor under a separate entity RIA) I worked on the software side in an enterprise sales capacity. (non-executive position) . My role at JPM now serves end-consumers and there is no overlap in services or clients relative to my prior role at Nvest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-29 |
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