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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED | 2023-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | AL | 03/2015 | 06/2018 |
| Morgan Stanley Private Bank, National Association | Birmingham | AL | 06/2015 | 06/2018 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 07/2020 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 07/2020 | Present |
| Duke University | Durham | NC | 07/2018 | 05/2020 |
| Unemployed | Durham | NC | 06/2020 | 06/2020 |
| Morgan Stanley | Durham | NC | 07/2018 | 08/2018 |
| Morgan Stanely Private Bank, National Association | Durham | NC | 07/2018 | 08/2018 |
| Jpmorgan Chase Bank Na | New York | NY | 06/2019 | 08/2019 |
Entity Name: Locust Projects Investment related: No Address: 297 NE 67th Street, Miami, FL 33138 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have served on the board and was asked to be their Treasurer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-08 |
| S66 | Uniform Combined State Law Examination | 2015-05-25 |
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