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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-27 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc | Westlake | TX | 07/2015 | 08/2017 |
| Jpmorgan Chase Bank Na | Dallas | TX | 09/2017 | Present |
| Jpmorgan Securities Llc | Dallas | TX | 09/2017 | Present |
Entity Name: Saint Philips School and Community Center Investment related: No "Address: 1600 Pennsylvania Ave, Dallas TX 75215 https://www.stphilips1600.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sit on finance committee and General Board. I help advise on budget and financing for the organization. I do not sit on the foundation committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-21 |
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