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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED | 2023-05-08 |
| FL | RA | APPROVED | 2022-12-21 |
| NY | RA | APPROVED | 2021-12-07 |
Branch Locations
3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 06/2018 | Present |
| Jpmorgan Securities, Llc. | New York | NY | 07/2018 | Present |
| Southern Methodist University | Dallas | TX | 08/2014 | 05/2018 |
| Tight Lines And Sunshine Llc | Islamorada | FL | 08/2018 | Present |
| Stand By Me Llc | Teton Village | WY | 10/2006 | Present |
Entity Name: Tight Lines and Sunshine LLC Investment related: Yes Address: 121 Islamorada, FL Nature of the other business: Rental Property Position/Title/Relationship: General Partner Start Date: 10-Aug-2018 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Overseeing the renovations to the property and finding individuals who are interested in renting a house for a specific period of time Entity Name: Stand By Me LLC Investment related: Yes Address: 3285 Teton Village, WY Nature of the other business: Rental property Position/Title/Relationship: General Partner Start Date: 13-Oct-2006 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Suggest renovations/refurbishments to the condominium Effective 6/18/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-12 |
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