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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Ace Training, Llc | Woodbridge | VA | 11/2014 | 11/2016 |
| Td Ameritrade, Inc | Washington | DC | 12/2016 | 01/2021 |
| Td Ameritrade Investment Management, Inc. | Alexandria | VA | 12/2016 | 01/2021 |
| Unemployed | Woodbridge | VA | 06/2023 | 07/2023 |
| Steers Real Estate Center/Georgetown University | Washington | DC | 07/2022 | 05/2023 |
| Pacific Investment Management Company Llc/Pimco | Austin | TX | 06/2022 | 08/2022 |
| Pimco Investments Llc | Austin | TX | 08/2023 | 05/2025 |
| Unemployed | Washington | DC | 02/2021 | 04/2021 |
| J.P. Morgan Securities Llc | Austin | TX | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 08/2025 | Present |
| Unemployed | Austin | TX | 06/2025 | 07/2025 |
| One Wealth Map, Llc | Las Vegas | NV | 05/2021 | 07/2021 |
| Unemployed | Washington | DC | 08/2021 | 05/2022 |
| Pacific Investment Management Company Llc/Pimco | Austin | TX | 08/2023 | 05/2025 |
| H & H Tax And Business Advisors Llc | Las Vegas | NV | 05/2021 | 07/2021 |
| Charles Schwab & Co. | Alexaandria | VA | 12/2016 | 01/2021 |
| Adepa Llc | Austin | TX | 03/2026 | Present |
Entity Name: ADEPA LLC Investment related: No Address: Private Residence Nature of the other business: Personal Care Position/Title/Relationship: Owner/Partner Start Date: 03/28/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This business will be related to the production and selling of skincare products. I will act in the capacity of owner and operator of this company. It will have no connection to JPMorganChase and business hours will not conflict with my JPMorganChase employment hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-26 |
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