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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2025-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Miami - Miami Hurricanes Athletics | Coral Gables | FL | 10/2018 | 05/2022 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 01/2025 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 01/2025 | Present |
| Safeguarding American Values For Everyone | Miami | FL | 01/2024 | 12/2024 |
| The Starner Group Of Raymond James | Coral Gables | FL | 05/2015 | 12/2024 |
| Raymond James & Associates Inc | Coral Gables | FL | 04/2016 | 12/2024 |
Entity Name: Safeguarding American Values For Everyone Investment related: No Address: 1101 Brickell Ave. Floor 8 Miami, FL 33131 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/01/2027 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: 501(c)(4) Chairman of the Board of Directors Mission Statement: ADVOCATE FOR EQUAL RIGHTS FOR PERSONS OF ALL SEXUAL ORIENTATION AND GENDER Currently being onboarded as clients of Chase Business Bank. I will sit on the finance committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-23 |
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