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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-05 |
| WA | RA | APPROVED | 2024-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Seattle | NY | 07/2015 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Seattle | NY | 07/2015 | 06/2021 |
| J.P. Morgan Securities Llc | Seattle | WA | 07/2015 | Present |
| Jpmorgan Securities Llc | Seattle | WA | 07/2021 | Present |
Entity Name: Camp Solomon Schechter Investment related: Yes "Address: https://www.campschechter.org/ 117 E Louisa St UNIT 110, Seattle, WA 98102" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/25/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a religious summer camp and I will be on the finance committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-18 |
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