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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2024-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co Llc | Atlanta | GA | 01/2018 | 08/2021 |
| Wells Fargo | San Francisco | CA | 07/2016 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 08/2021 | Present |
| J.P. Morgan Securities Llc | Palm Beach | FL | 08/2021 | Present |
Entity Name: Jack The Bike Man Investment related: Yes "Address: 2406 Florida Ave West Palm Beach, FL 33401" Nature of the other business: Charity Services Position/Title/Relationship: Board Member Start Date: 03/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The organization restores bicycles and donates them to underprivileged children in Palm Beach County. My role would be on the board of directors and help with governance and help the President manage finances of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-02 |
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