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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2024-02-05 |
Branch Locations
1 E Ohio St Floor 17, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc. | Indianapolis | IN | 07/2017 | Present |
| Jpmorgan Chase Bank, N.A. | Indianapolis | IN | 07/2017 | Present |
| Unemployed | Evansville | IN | 09/2016 | 07/2017 |
| Depauw University | Greencastle | IN | 08/2013 | 05/2017 |
| Sholtis Properties Llc | Indianapolis | IN | 05/2023 | Present |
Entity Name: Sholtis Properties LLC Investment related: No Address: Indianapolis, Indiana, 46203 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/14/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I would like to put my rental property into an LLC. My responsibilities would be the same as the current rental property in that I would make minor updates or fixes to the property as required.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-18 |
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